An expanded advisory practice management program from OneAmerica offers strategies in areas such as sales and marketing, branding, human resources (HR), client services and operations.
New software from The E‐Valuator LLC provides Web‐based investment management support to mitigate fiduciary liability through customizable risk tolerance and reporting settings.
A new fund series from Vanguard features an estimated expense ratio of 10 basis points and will be offered to institutional investors meeting a $100 million initial investment...
A new program from Fidelity seeks to bring one of the most popular features of 401(k) accounts to individual retirement investors, in the form of a matching contribution.
A new investment research tool from Aon Hewitt provides “insightful and transparent” ratings of thousands of investment products, based on eVestment data and analytics.
Fidelity Institutional announced plans to align its clearing and custody units, while the wider firm will establish a new technology group to create digital solutions across the Fidelity...
Hartford Funds says it has entered into a preliminary agreement with Navigate Fund Solutions LLC to support the launch of a new family of NextShares exchange-traded managed funds.
Alliance Benefit Group-Illinois is now providing Dave Ramsey's SmartDollar financial counseling program to 401(k), 403(b) and 457(b) retirement plan participants.
A new 403(b)(7) managed account solution launched by Redhawk Wealth Advisers is designed to help financial advisers prospect and service K-12 and higher education retirement plans.
A new retirement income investment option from Voya Financial and AllianceBernstein seeks to deliver a sustainable lifetime income strategy for participants in large 401(k) plans.
Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan sponsors and participants.