The Behavioral Finance Advice program combines psychology and neuroscience with traditional financial practices, according to Kaplan Financial Education and think2perform.
A new partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants is aimed at helping advisers streamline fiduciary, recordkeeping and compliance services through one scalable platform.
iraLogix says it is pushing forward on a web-based IRA recordkeeping services platform to extend affordable IRA options to all retirement investors, regardless of account size.
LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners with Redhawk Wealth Advisors for ERISA fiduciary services.