Products & Services

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.

Compliancedashboard has expanded its interactive software to cover an employer’s compliance obligations when sponsoring a 401(k) plan.

John Hancock Retirement Plan Services (RPS) announced the John Hancock Partnership Program.

Nine of ING U.S. Investment Management’s affiliated mutual funds have been made available in R6 share classes.

Using broader and deeper analytics, Northern Trust has enhanced its ex-ante – or ‘forward looking’ – investment risk-reporting capabilities.

Retirement Connections was rolled out by Genworth Wealth Management as a product for independent financial advisers who want to expand into retirement. 

Goldman Sachs Multi-Asset Real Return Fund aims to provide access to a dynamic, multi-asset class solution that seeks to help individuals achieve real return over inflation. 

The risk management firm has released R-Squared Risk Solutions, tools to manage and forecast portfolio risk.

The Principal Financial Group unveiled a tool that lets advisers help small-business owners see how they stack up against their competitors in benefits offerings.

The Guardian Insurance & Annuity Company Inc. has expanded its Guardian Choice and Guardian Advantage fund lineups with several enhancements.

The Franklin Global Listed Infrastructure Fund and the Franklin Global Government Bond Fund are now available to investors.

Private equity, private real estate and real asset investment managers are now able to submit qualitative and quantitative performance information through Wilshire’s Compass Portal.

Toronto-based TD Asset Management Inc. (TDAM) has added four funds and two portfolios to its menu of retirement products.

A new application for banks, Tandem, allows users to securely establish and manage their social/financial relationships.

At its first-ever Financial Advisor Summit, the institute unveiled a new website, social network and additional tools to help members grow their businesses.