Products & Services

Northern Trust Asset Management launched a new fund for institutional investors that encompasses quality small capitalization stocks across global developed equity markets.

Historical index data for the Endowment Index is now available through major index and investment databases.

PIEtech Inc. unveiled the new myMoneyGuide financial advice delivery solution, which provides streamlined investor education and one-on-one participant support.

Augmented reality technology via a mobile application (app) from Transamerica Retirement Solutions can help drive up retirement savings. 

Investment management firm Eaton Vance says it has won approval to offer “exchange-traded mutual funds” that deliver nontransparent actively managed investment strategies as exchange-traded funds (ETFs).

Buck Consultants at Xerox announced the launch of SavIncent, an incentive-based financial wellness program.

Nationwide has expanded the company’s 3(38) investment fiduciary service from IRON Financial, LLC.

J.P. Morgan Asset Management said it will offer R6 share classes of the J.P. Morgan SmartRetirement Mutual Fund series of target-date funds (TDFs).

With its new 401(k) Solution product, KPP Financial aims to provide small and mid-size companies and non-profit organizations with in-depth investment advisory services.

A white paper details how successful retirement advisers can take steps to push their practice to the next level—over $1 billion in assets under management.

With an initial focus on gender diversity, Schwab Advisor Services unveiled the RIA Talent Advantage program and an associated online community to facilitate cross-firm discussion and innovation.

Wilshire Consulting announced the launch of Wilshire Mobile, a new suite of mobile applications (apps) increasing the availability of important retirement plan data and benefits news for clients.

Hartford Funds appointed Bill Dougherty as channel leader for its defined contribution investment only (DCIO) business, while introducing retirement-specific share classes for 12 mutual funds.

Pershing LLC, a BNY Mellon company, added new advisory and institutional share classes from nine fund families to its FundVest mutual fund platform.

LPL Financial unveiled a new Worksite Financial Solutions mobile application (app) that extends retirement plan participant and sponsor services provided through the firm’s desktop platform.

Investment Manager MacKay Shields LLC is expanding into the U.S. retirement market by delivering new investment opportunities for qualified defined contribution retirement plan sponsors.

Markov Processes International (MPI) has released its MPI Stylus Web research system as a mobile application (app) for the iPad, Android and Microsoft Surface tablet devices.

A new partnership between Western Union Business Solutions and CPAS helps make seamless pension fund payments for U.S. retirees living abroad.

Morningstar Inc. has been selected by Charles Schwab to provide global equity analyst research and ratings for independent registered investment advisers (RIAs) that custody with the firm.

Lincoln Financial Group is providing educational materials for plan sponsors to use in connection with National Save for Retirement Week.