Chartis expanded its education and training program for financial services professionals who advise high net worth individuals and families.

Cabinet NG (CNG) has unveiled CNG-ONLINE, document management software to aid financial advisors in making the transition to a paperless environment to meet U.S. Securities and Exchange Commission and Financial Industry Regulatory Authority compliance requirements.

In an attempt to lure new sales toward third-party administrators and other financial professionals, The Principal Financial Group is turning its attention to a new transition expense allowance program.

Curian Capital, a registered investment advisor headquartered in Denver, Colo., has launched its new Custom Wealth Platform for investors to obtain a convenient, aggregated view of their company holdings, the company said.

John Hancock Retirement Plan Services recently introduced a streamlined proposal designed to make it easier for plan sponsors to ensure all the important elements of a successful 401(k) plan are …  Read →

Fringe Benefit Group, based in Austin, Texas, has added the Nationwide Retirement Clear Advantage platform to clients through The Contractors Plan, its wage benefit program.

Adam Bonsky, executive vice president of …  Read →

EAGiL Financial Group of Woodcliff Lake, N.J., has announced its new product, the Premium Return Option, that offers greater flexibility to its policyholders, the company said.

The product, underwritten by Prefect …  Read →

Philadelphia-based Lincoln Financial Group introduced a Family Care Reimbursement Benefit rider on its group long-term disability insurance product.

“Lincoln recognizes that there are often more than just physical challenges facing an …  Read →

The Principal Financial Group has released a new tool that helps financial service professionals measure the retirement readiness of defined-contribution plans.

The Replacement Ratio Tool for Defined Contribution Plans permits the …  Read →