Altegris Bulks Up Macro Strategy Portfolio >
May 23, 2013 -- The global strategies of 300
North Capital and Willowbridge Associates were added to the Altegris Macro
Strategy Fund to enhance its potential to generate absolute returns.
T. Rowe Price to Launch Suite of TDFs >
May 23, 2013 -- T. Rowe Price filed a preliminary prospectus with the Securities and Exchange Commission (SEC) to launch 11 target-date funds (TDFs).
Advertising Guide Helps RIAs Stay Compliant >
May 23, 2013 -- A publication from Dechert LLP and RR Donnelley addresses
advertising by registered investment advisers (RIAs) so they can keep
compliant.
Matrix Offering Expands ERISA Capabilities >
May 22, 2013 -- Cetera
Financial Group has debuted an unbundled, open architecture solution for advisers
who serve as 3(21) fiduciaries to offer more customized advice to plan
sponsors.
Vestmark Unveils Integrated Advisory Platform >
May 22, 2013 -- VestmarkONE
Advisor was rolled out as a solution offering flexibility and intuitive design
that lets financial advisers manage all fee-based advisory accounts.
CUNA Mutual Group Introduces 401(k) Program >
May 22, 2013 -- The ClearDirection
401(k), introduced by CUNA Mutual Group, offers support for plan advisers such
as optional co-fiduciary options and an open architecture design.
Lincoln Bulks Up Merrill Lynch Plan Offerings >
May 21, 2013 -- The Merrill Lynch Advisor Alliance program at Lincoln Financial Group has been expanded to include a group variable annuity and an enhanced net asset value-based program.
Jefferson National Expands Monument Advisor >
May 21, 2013 -- Jefferson National added
seven funds designed to meet the needs of registered investment advisers
(RIAs) and fee-based advisers.
Mesirow Fiduciary Services Available on RPG Platform >
May 20, 2013 -- Mesirow Financial and RPG Consultants announced an alliance for 3(38) fiduciary services.
Fidelity Provides Mobile Access to Accounts >
May 17, 2013 -- Fidelity Investments has introduced its NetBenefits Smartphone application.