Products & Services

TIAA-CREF and Henderson Global Investors have joined forces to launch a global real estate investment management company.

Goldman Sachs Asset Management (GSAM) will launch a new stable value fund designed to meet retirement plan sponsor demand for pooled stable value funds.

A zero-revenue share class was added to Manning & Napier’s Pro-Mix Collective Investment Trust (CIT) Fund family.

Ary Rosenbaum, a New York ERISA attorney, introduced an independent Employee Retirement Income Security Act (ERISA) Section 3(16) fiduciary service.

Northern Trust Corporation has rolled out its Defined Contribution Tracker, which serves as a barometer for the participant asset flows of defined contribution (DC) retirement plans.

Benefit Consultants Group (BCG) launched its 401(k) X-Ray service for retirement plan sponsors and advisers.

Invesco PowerShares Capital Management LLC has launched PowerShares Global Short Term High Yield Bond Portfolio (PGHY).

Inspira and GuidedChoice released Pinnacle IRA powered by GuidedChoice.

WMSI has launched a new call center platform with expanded capabilities.

MainStay Investments, a New York Life company, is now offering many of its mutual funds as a non-revenue share class (R6 Shares).

The Confident Retirement approach created by Ameriprise Financial aims to help clients close to or actually in retirement feel more confident about their finances.

A Web-based investment-filtering tool from Paychex Inc. simplifies investment aggregation and identification for advisers.

Barclays and MSCI Inc. launched a global family of environmental, social and governance (ESG) fixed-income indices, co-branded “Barclays MSCI” and independently marketed by both firms.

A guide from the Principal Financial Group helps advisers answer common plan sponsor questions about compensation.

A partnership between Fiserv and Financial Market Data Services produced a new solution for fully outsourced, end-to-end securities class-actions claims processing.

Hal Reniger, a retirement and estate planning consultant, created Mackinac Strategies, a financial services firm specializing in retirement plan exit strategies and Social Security benefit maximization. 

The Neuberger Berman Flexible Select Fund was debuted by Neuberger Berman. The all-cap equity mutual fund seeks risk-adjusted returns with lower volatility.

LPL Financial adopted an annuity visualizer by Lincoln Financial Group to help its advisers explain the benefits and the different rider options of annuities.    

Pershing allowed a peek at mobile solution NetX360 iPad and iPhone apps at the INSITE conference in Hollywood, Florida.

Long-term care needs and how they fit into financial and estate planning are examined in “The Advisor’s Guide to Long-Term Care.”