Date Title
2008-09-05
New 403(b) Plan Solution Available to Small Plans

Millikin Mandt Associates, Inc. is offering what it calls “a very competitive” 403(b) plan solution focusing on the small plan (fewer than 200 employee) marketplace.

2008-09-04
S&P Announces Housing ETFs

Standard & Poor's has licensed MacroMarkets LLC to launch exchange-listed products based on the S&P/Case-Shiller Home Price Indices.

2008-09-03
SPARK Answers Questions about 403(b) Best Practices

The SPARK Institute released a question and answer Web page to address questions it received following the release of its “Best Practices for 403(b) Plans Information Sharing— Minimum and Comprehensive Data Elements” in July.

2008-09-03
Van Eck Introduces Hard Assets ETF

New York-based asset manager Van Eck Global has launched the Market Vectors-RVE Hard Assets Producers exchange-traded fund (HAP).

2008-09-03
Genworth Adds Service Offerings for Independent Advisers

Genworth Financial, Inc., expanded its service offerings in its wealth management business through Quantuvis Consulting, a practice management provider.

2008-09-03
R Factor Index Helps Advisers Grow Business

R Factor, announced today by Robinson & Associates, Inc., uses a methodology to predict and capture future revenue.

2008-09-03
Janus Builds Modular Portfolio Construction Offering

Janus Capital Group Inc. introduced a new fund of funds product, the Janus Adviser Modular Portfolio Construction Fund.

2008-09-03
Fund Offers Investments in 'Industries of the Future'

Henderson Global Investors launched the Henderson Industries of the Future Fund last week.

2008-09-02
Mellon Releaes Advanced Beta Strategy

Mellon Capital Management Corporation unveiled an Advanced Beta strategy that invests in a range of global asset classes to enhance performance regardless of the economic environment.

2008-08-29
Guardian Offers Bundled Solution to Small Plans

The Guardian Insurance & Annuity Company, Inc., announced that it is enhancing its qualified retirement plan products and services offering.

2008-08-29
Old Mutual Rolls Out New Global R/E Fund

Old Mutual Capital has announced the launch of Old Mutual Heitman Global Real Estate Securities Fund.

2008-08-28
Jennison Equity Income Fund Adds Z Class

JennisonDryden has added Z share classes to its Jennison Equity Income Fund, making the income-oriented equity fund available to mutual fund wrap programs and retirement platforms that use institutional priced mutual funds.

2008-08-27
Invesco Readies Four New ETFs

Invesco PowerShares Capital Management LLC has announced the anticipated listing of four new equity exchange-traded funds (ETFs) designed to provide access to companies involved in the agriculture, coal, gold and precious metals and steel sectors.

2008-08-27
MassMutual Offers a Hand to 403(b) Clients

MassMutual Retirement Services Division is reaching out to its existing 403(b) plan sponsor clients and their advisers to offer step-by-step support for getting into compliance with new 403(b) regulations.

2008-08-26
MassMutual Offers 403(b) WebEx Session

MassMutual will present a one-hour WebEx session Thursday and next week for its clients.

2008-08-25
Claymore Takes to the High Seas with Shipping ETF

ETF provider Claymore Securities, Inc., unveiled the Claymore/Delta Global Shipping Index ETF available on the New York Stock Exchange (NYSE).

2008-08-25
Schwab Online Tool Provides Generational Comparisons

An online survey tool created by Charles Schwab & Co., Inc., will let you compare your retirement preparations with others of your generation.

2008-08-20
SEC’s IDEA To Replace EDGAR Database

The Securities and Exchange Commission (SEC) ushers its financial reporting capabilities into a new era with the successor to the EDGAR database.

2008-08-14
Principal Introduces Beneficiary Planning Tool

Principal Funds said its new tool aids financial professionals in designing an effective wealth transfer strategy for clients.

2008-08-14
Zacks Expands SMA to Mid-Market Plans

Zacks Investment Management, a Chicago-based registered investment adviser (RIA), has expanded its separately managed account (SMA) offering to the mid-size retirement plan market.

2008-08-14
Ascensus Unveils Two RK Services

Ascensus launched SingleSource Select, designed to simplify the consulting process for retirement plan advisers.