Products April 15, 2011

First Trust Advisors Introduces 13 ETFs

First Trust Advisors L.P. plans to launch thirteen exchange-traded funds (ETFs) into its current line of sixteen AlphaDEX funds.
Reported by

The thirteen ETFs are expected to begin trading on April 19 on the NYSE Arca.  

The new funds are: 

Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.

  • AlphaDEX International
    • FPA First Trust Asia Pacific Ex-Japan AlphaDEX Fund 
    • FEP First Trust Europe AlphaDEX Fund 
    • FLN First Trust Latin America AlphaDEX Fund 
    • FBZ First Trust Brazil AlphaDEX Fund 
    • FCA First Trust China AlphaDEX Fund 
    • FJP First Trust Japan AlphaDEX Fund 
    • FKO First Trust South Korea AlphaDEX Fund 
    • FDT First Trust Developed Markets Ex-US AlphaDEX Fund 
    • FEM First Trust Emerging Markets AlphaDEX Fund  
     
  • AlphaDEX Domestic
    • FNY First Trust Mid Cap Growth AlphaDEX Fund 
    • FNK First Trust Mid Cap Value AlphaDEX Fund 
    • FYC First Trust Small Cap Growth AlphaDEX Fund 
    • FYT First Trust Small Cap Value AlphaDEX Fund  

“The nine funds comprising the AlphaDEX International family of funds consists of a diverse range of broad, regional and single country funds. We believe the positive effects of globalization are going to continue for years to come and investors may benefit from a globally diversified investment portfolio, particularly in the emerging markets where GDP growth for 2011 is projected to be 6.4% compared to 2.2% for advanced economies, according to the International Monetary Fund.” said Dan Waldron, Senior Vice President, Exchange-Traded Funds Strategist of First Trust.

More about First Trust Advisors is at http://www.ftportfolios.com.
Products April 14, 2011

Pershing Offers Tips for Capturing Rollovers

Through a new Web site, www.retirementpowerplay.com, Pershing aims to help financial professionals grow their business by targeting “money in motion.”
Reported by

Pershing says the movement of retirement funds each year in the form of individual retirement account (IRA) rollovers, IRA transfers, and transfers of taxable money earmarked for retirement is estimated to be $303 billion. Retirementpowerplay.com was designed to give financial professionals actionable ideas, as well as tools and marketing materials, to engage clients based on specific retirement product needs.    

Pershing, a BNY Mellon company, created the site with the following features:

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

  • Power Plays – Offers product-specific tips and techniques, tools and marketing resources for expanding retirement assets with IRAs, rollover IRAs, Roth IRA conversions and employer-sponsored plans.
  • Premium Content – Provides the latest retirement news headlines and articles from Dow Jones.
  • Retirement Tool Box – Provides product-specific marketing resources including educational content and thought leadership.
  • IndustryWatch – Keeps users up-to-date on the latest developments affecting the retirement marketplace.
  • Retirement Calculators – Provides valuable tools for comparing IRAs, calculating required minimum distributions, performing Roth conversion analyses, and evaluating other critical retirement decisions.
  • Best Practices Blog – Helps financial professionals share best practices, exchange ideas, and capture actionable tips for building their retirement businesses.

«