Products & Services

Morgan Stanley Investment Management unveiled an institutional share class to improve transparency and lower fees for defined contribution (DC) plans and other institutional investment platforms.

Advisers eyeing small and midmarket nonprofits have a new option with Great-West Financial’s Premier and Custom Key 403(b) offerings.

Financial reporting and benchmarking firm FRA PlanTools released an iPad app aimed at providing a fast and cost-effective way for plan advisers and sponsors to access and compare...

Financial services corporation Securian Retirement unveiled a no-cost fee benchmarking service.

Asset management service provider BMO Global Asset Management established a new website aimed at organizing all of the investment, recordkeeping, trust and custody services offered by the firm.

American United Life Insurance Company (AUL), a OneAmerica company, has launched an asset-allocation program for participants called OnePath Portfolios.

Mid Atlantic Trust Company and Northern Trust rolled out a suite of Northern Focused Portfolios (NFP) model portfolios on Mid Atlantic’s ModelxChange platform.

United of Omaha Life Insurance Company, a subsidiary of Mutual of Omaha Insurance Company, joined the Penbridge Advisors Pension Risk Transfer (PRT) Database.

Investment management firm Neuberger Berman Group LLC introduced its latest Emerging Markets Income Fund, which will trade under the tickers NERAZ, NERCX, and NERIX.

Exchange traded fund (ETF) sponsor and asset management firm WisdomTree announced the availability of the WisdomTree Emerging Markets Consumer Growth Fund (ticker symbol, EMCG) on the NASDAQ.

Zywave expanded its NaviPlan financial planning tool with more cash management and client reporting features, among others.  

Portico Wealth Advisors released a report to educate plan sponsors about new fee disclosure and analysis requirements.

Aon Hewitt has selected Risk Compliance Performance Solutions (RCP) as a provider of lost and missing retirement plan participant locator services within its defined contribution (DC) and pension...

Goldman Sachs Asset Management (GSAM) has entered into an agreement with Deutsche Asset & Wealth Management (DeAWM) to acquire DeAWM’s stable value business, with total assets under supervision...

The adviser site at OppenheimerFunds has been enhanced with new features and additional ways to compare funds and judge performance.

New York Life Retirement Plan Services is giving its plan sponsors access to the LPL Financial Retirement Partners’ Worksite Financial Solutions platform. 

Fidelity Investments said it would readjust glide paths and asset-allocation strategies for its Freedom Fund product line in an attempt to improve...

The American College of Financial Services created the Financial Services Certified Professional (FSCP) designation, which seeks to help advisers understand client concerns.

Great-West Financial has launched a new mobile web application providing retirement plan participants’ account information.

American Independence Financial Services LLC rolled out the Risk-Managed Allocation Fund, an exchange-traded fund (ETF) that seeks long-term growth and is available in three share classes.