A new fiduciary certification workshop by the Centre for Fiduciary Excellence will be offered free at the Santa Monica office of Dimensional Fund Advisors LP.
Lockton Affinity announced it has selected Beazley Syndicates at Lloyd’s of London as the professional underwriting carrier for its national registered investment adviser (RIA) liability program.
Merrill Lynch and the University of Southern California Leonard Davis School of Gerontology announced a training program that provides insight into the opportunities and challenges of increasing longevity.
Boutique investment advisory and consulting firm Cafaro Greenleaf has launched ERISA 3(21) and 3(38) investment fiduciary services in response to strong demand.
The launch of ERISApedia.com provides retirement plan sponsors, administrators, attorneys and advisers with easy access to compliance information and important retirement industry materials.
With plans for a new exchange-traded fund platform branded under New York Life’s MainStay Investments business, one investment solutions provider says it’s time to double down on ETF...
Veo One, TD Ameritrade’s adviser platform, offers a single sign-on adviser command center that lets advisers access and manage all tools and applications from one platform.
An educational video series by the Stable Value Investment Association has been released, advising investors and financial professionals about stable value funds.
Pershing rolled out the Retirement Plan Network, which aims to help broker/dealers, investment advisers and registered investment advisers (RIAs) expand their retirement business.
Plan Administrators Inc. launched the Co-Pilot 401(k) program, aimed at addressing the challenges faced by retirement plan investors and their advice providers.
Chatham Partners announced a new market research platform for asset managers and retirement plan service providers aimed at boosting client service efficiency.
Asset management company Schroders introduced an R6 share class across 10 of its mutual funds and is making adjustments to bolster its presence in the United States.