Products September 13, 2010

Transamerica Adds to Investment Lineup

Transamerica Retirement Services has expanded its lineup of available investment choices and investment styles for the small- and mid-sized plan markets.
Reported by

A Transamerica news release said the lineup now includes:

  • Three Target Maturity Series managed by the Vanguard Group, American Century Investments, or T. Rowe Price
  • Two new Strategic Allocation Series managed by the Vanguard Group, or Manning & Napier Advisors, Inc.
  • More diverse coverage of investment styles including health care, green investments, developing markets, inflation-protected bonds, and convertible securities
  • Availability of additional investment choices representing large-cap equities, small-cap equities, government bonds, intermediate-term bonds, and short-term bonds

 

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Products September 13, 2010

Schwab MoneyWise Creates Facebook Page

Charles Schwab is expanding its “MoneyWise” program to Facebook, aiming to attract more Gen Y users.
Reported by

The goal is to engage in dialogue with the 20-something crowd, who have plenty of financial hurdles to grapple with, yet may not know where to go for help–or that they should even think of asking for help.  

As stated on the Facebook page, MoneyWise is meant to: 

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 “Offer all people the knowledge and confidence to make smarter financial decisions. Through our schwabmoneywise.com website, workshops, articles and books, we offer tips and tools that demystify the ABCs of personal finance. 

We believe that learning is a two-way street. So that brings us to Facebook. What better place to share thoughts and opinions? We’re eager to hear yours, so let’s start the conversation.” 

As of Monday at noon, the page had attracted 36 Facebook members to formally “Like” the site.  

Schwab will be facing competition in the Facebook arena – Diversified Investment Advisors announced its page last week (see “DIA Launches Facebook Page”).  

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