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DTCC Offers New Licensing & Appointments Tool

November 30, 2008 - LNA Access allows distributors to manage appointments in one application directly online. This tool almost entirely removes the need for manual intervention by the carrier.

Envestnet Offers Enhanced Wealth Reporting Tools

November 23, 2008 - 'The wealth manager is now equipped to effectively manage family office investments through a single, unified platform,” said Andrew Rose, senior vice president for Envestnet.

At Blue Frog Solutions, Transition from Levine to Smith Is Completed

November 16, 2008 - Dan Smith became interim CEO in July, after Blue Frog founder and former CEO Brad Levine sold a controlling interest to a private equity firm.

DFA Capital and Teradata Launch Risk Management Software

November 16, 2008 - The ADVISE Enterprise Risk Intelligence software allows risk managers and actuaries to analyze thousands of risk scenarios.

Insurance Technologies And Blue Frog Announce Partnership

October 5, 2008 - The two companies will co-launch a web services infrastructure in support of Insurance Technologies’ VisibleChoice multi-carrier annuity sales platform.

T. Rowe Price Offers Online Income Help

September 29, 2008 - The tool, which incorporates Monte Carlo methodology, allows users to also calculate the way specific factors will affect their level of retirement income.

Wachovia Offering Phone Consultations on Retirement

September 14, 2008 - Wachovia Retirement Services will offer free retirement consultation services by phone to any of the employees of the 6,400 companies for which Wachovia is the 401(k) provider.

National Life Launches Interactive Retirement Website

September 7, 2008 - Experienceretirement.com helps visitors answer two questions: “Are you saving enough for retirement?” and “How long will your savings last?”

At SEC, A Fresh IDEA Replaces EDGAR

September 1, 2008 - The new system, called IDEA (Interactive Data Electronic Applications), replaces the clunky EDGAR database developed during the 1980s.

RISE Launches Income Planning Tool for Middle Class

August 3, 2008 - Mature Simplicity delivers “interactive, actionable, product-neutral advice and solutions which clients can trust,' according to a RISE release.

Madison Avenue Securities to Use FundQuest Platform

August 3, 2008 - “The platform enables us to expand the breadth, depth, and sophistication of our advisory tools and investment offerings,' said Suzanne Bond, MAS vice president and chief compliance officer.

Reserve Your Tee Time at AXA-Sponsored Website

July 23, 2008 - The free site lets retirees and near-retirees book discounted tee times at golf courses nationwide and provides other lifestyle-related information.

Free Calculator Shows Impact of 401(k) Withdrawals

July 23, 2008 - Withdrawing a few thousand dollars today can diminish long-term savings by tens of thousands of dollars, device shows.

NAVA And IBM Launch Sales Automation Initiative

July 12, 2008 - The Common Reference Architecture Model provides a framework for the implementation of NAVA’s Straight-through Processing (STP) Standards Initiative.

Lincoln Financial and Morningstar Launch 401(k) Advice Option

July 12, 2008 - The new offering enhances Morningstar’s guidance, which is available to Lincoln Alliance and Lincoln SmartFuture retirement programs.