by
FA Staff
Valley Forge, Pa.-based Vanguard announced the launch of its first municipal bond fund, the Vanguard Tax-Exempt Index Fund.
by
FA Staff
LPL Gives Advisors Access To Ramsey’s SmartDollar
Boston-based LPL Financial has announced a partnership with Ramsey Solutions to offer a new financial wellness program to its retirement...
by
FA Staff
Bethesda, Md.-based Calvert Investments, a broker-dealer and RIA focusing on responsible investing, has launched a suite of responsible indexes and related index funds that will track them.
by
FA Staff
LPL Expands Private Client Platform
Boston-based LPL Financial LLC has expanded the availability of “Private Client,” a platform for financial planners serving high-net-worth clients,...
by
FA Staff
Envestnet Creates Three New Portfolios
Envestnet Inc. has launched new portfolios that combine the benefits of indexing with exposure to value and momentum investing...
by
FA Staff
Healthy Living Gets John Hancock Discounts
John Hancock has created a new variety of life insurance that rewards policyholders for healthy living habits...
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FA Staff
Disability Specialists Inc. (DSI) has developed a new insurance product specifically designed for divorcing couples.
by
FA Staff
Irving, Texas-based HD Vest Investment Services has added a new round of enhancements to its 1040 Analyst tool.
by FA Staff
Guide Developed To Prevent Elder Financial Abuse
La Vista, Neb...
by FA Staff
Boston-based Fidelity Institutional, the division of Fidelity Investments that provides clearing, custody and investment management products to advisors, has announced a new collaboration with...
by FA Staff
East Hartford, Conn.-based 3D Asset Management has developed a new retirement income-planning program for advisors called WealthConductor.
by FA Staff
MassMutual has launched the Society of Grownups, which is intended to help young adults develop a road map for their financial future.
by FA Staff
The Guardian Life Insurance Co. is offering coverage for people concerned about being able to pay student loans if they become ill and can’t work.
by FA Staff
Whitebox Advisors, a Minneapolis, Minn...
by FA Staff
MassMutual Retirement and BlackRock have developed a customized, lower-cost alternative to managed accounts for defined contribution retirement plans.
by FA Staff
Lincoln Financial Group has made enhancements to its LifeReserve Indexed Universal Life Accumulator insurance offering, designed to help advisors address a range of client objectives and risk...
by FA Staff
The Money Management Institute and Wheelhouse Analytics, which offers investment management technology, have launched a new online learning platform for employees of financial services firms.
by FA Staff
Financial advisors can add up to 3% in net returns for their clients by using Vanguard Advisor’s Alpha, the firm’s wealth management framework that focuses on portfolio construction, behavioral...
by FA Staff
Franklin Templeton Investments has created the “Income For What’s Next” investment program.
by FA Staff
Fidelity’s new interactive calculator—The Yield Investigator—is intended to help financial advisors understand the impact of rising rates on a fixed-income portfolio.
