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DTCC Offers New Licensing & Appointments Tool

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

'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

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

The ADVISE Enterprise Risk Intelligence software allows risk managers and actuaries to analyze thousands of risk scenarios.

Insurance Technologies And Blue Frog Announce Partnership

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

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Articles

The STP Pilot: Cleared for Takeoff

In a roundtable discussion sponsored by the DTCC, six executives with stakes in the STP initiative gathered to evaluate its progress.

On the Road to STP: October 2008

Electronic signing of electronic documents produces a truly 'paper-free' STP process, which will reduce errors, compress process time, and assure a transparent, expeditious, and error-free outcome.

On the Road to STP

Developed by IBM and NAVA, the STP Reference Model provides a framework for implementing the NAVA STP Standards by annuity distributors and insurance carriers.

Online Communities Are No Longer Just Kids' Stuff

As the responsibility for financial planning increasingly falls on the individual, the Internet is helping people educate themselves about their savings.

Think Big, Start Small, Scale Fast'

Several big financial services companies have created in-house retirement task forces, but few have made a more aggressive or concerted effort in that direction than Lincoln Financial Group.

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