RPAG Expands Scorecard System to Rank ETFs >
March 11, 2010 -- Retirement Plan Advisory Group (RPAG) has announced that its
proprietary Scorecard System will now track, monitor, and rank more
than 300 exchange-traded funds (ETFs).
Principal Launches Estate-Planning Tools for Advisers >
March 11, 2010 -- The Principal Financial Group unveiled Web tools to help advisers with estate planning.
Fidelity to Offer Seminar on Tax-Diversified Retirement Portfolios >
March 10, 2010 -- To help educate investors about the potential benefits of building a
tax-diversified retirement portfolio, Fidelity is launching a
"Tax-Smart Investing" seminar.
Schwab Offers Roth IRA Conversion Resources >
March 10, 2010 -- Schwab is making additional resources and tools available to investors,
independent investment adviser clients, and 401(k) plan participants
designed to help navigate Roth IRA conversion decisions.
Eagle Investment Grade Bond Fund Launched >
March 09, 2010 -- Eagle Asset Management's Eagle Investment Grade Bond Fund opened to investors March 1.
Folio Institutional and ABG Carolinas Introduce Folio(k) >
March 09, 2010 -- Folio Institutional and Alliance Benefit Group Carolinas have teamed up to offer Folio(k).
BrightScope Offers 401(k) Prospecting System for Advisers >
March 09, 2010 -- BrightScope has linked up with Acceleration Retirement to offer prospecting and acquisition tools for retirement plan advisers.
Ridgeworth Investments Offers Mid-Cap Education >
March 08, 2010 -- RidgeWorth Investments said its new whitepaper highlights how a
portfolio with an allocation to mid-caps had a better risk/reward
relationship than a portfolio without—over both short and long time
periods.
Genworth Offers Retirement Book for Advisers >
March 08, 2010 -- Genworth Financial Wealth Management (GFWM), a division of Genworth
Financial, Inc., said its new book, “Crossing the Sea,” helps its
advisers illustrate the retirement journey to their clients.
Ceridian Partners with Invest n Retire for 401(k) Offering >
March 05, 2010 -- Two providers have teamed up to offer a new 401(k) services.