Products

Software developer NextCapital Group finds new support for developing digital portfolio management and advice delivery tools, in the form of Series B financing worth $16 million. 

Updates and improvements have been made across John Hancock Retirement Plan Services’ digital presence. 

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...

The American Institute for Economic Research has created a new retirement withdrawal calculator.

Hoping to leverage the power of leading by example, Natixis has launched a new program to help its long-term employees pay off student debt. 

Practice Management University from Kaleido aims to teach advisories to break through growth barriers. 

Prudential Investments DCIO executive Michael Rosenberg warns investors not to leave their portfolios exposed to “bad luck” in the five or 10 years before retirement. 

Nationwide now offers LPL Financial’s Employee Advice Solution to shared retirement plan clients.

Mark Jones worked for some 30 years in the 401(k) industry before retiring from Invesco; now he’s back in the business, helping run employee benefit solutions sales for...

Wells Fargo Institutional Retirement and Trust introduced a managed account service for 401(k) plans, and Wells Fargo Asset Management launched a suite of actively managed TDFs.

ERISA attorney outlines key fiduciary responsibilities related to retirement plan distributions and rollovers.

Mercer expands defined benefit capabilities within BenefitsCentral participant website.

Dave Gray, a Charles Schwab executive tasked with shaping and managing client experience, tells PLANADVISER technology development and integration will be a top theme in 2016.

Would-be participants can now join their company’s retirement plan via the MyLifeNow application. 

The mobile-friendly solution walks retirement plan participants through retirement savings decisions.

Nationwide beefs up investment solution builder program; Acuitas establishes new long/short equity option designed for retirement plans; LGIMA touts new liability-based funds for small and mid-sized pensions. 

Pensionmark debuted a variety of new and enhanced adviser deliverables aimed at improving and streamlining various business, investment and client service processes. 

Wealth Management Systems Inc. adds its capabilities to the Cambridge Investment Research retirement platform.

BPV Capital Management partners with AJO and SEI to launch large cap value CIT; Prudential Investment Management announces name change.

A new publication from Schwab Advisor Services seeks to deliver actionable insights about recruiting and talent retention within RIA firms.