Products & Services

The analytic tool, designed for advisers, answers clients’ questions about how much they can safely withdraw.

Schwab ETF OneSource was launched by Charles Schwab, with access to the highest number of commission-free exchange-traded funds (ETFs) in the industry.

Vanguard plans to add an international bond index fund to 20 all-in-one funds, including Vanguard Target Retirement Funds.

MassMutual’s 2013 RetireSmart participant seminar series is focused on helping plan participants take action and make smarter decisions about their finances.

Cruise to Retirement is PAi’s campaign designed to help advisers jumpstart conversations about the ramifications of fee disclosure.

Vanguard expects to launch Vanguard Total International Bond Index Fund and its exchange-traded fund (ETF) shares by the end of the second quarter.

The FTSE Cyclical and Defensive Index Series aims to offer contrasting degrees of sensitivity to the economic cycle in order to improve the transparency of market dynamics.

Northern Trust has added peer universe comparisons to the range of risk and performance information available through Northern Trust Data Direct.

The investment lineup of Security Benefit Corporation’s EliteDesigns variable annuity has been expanded by 71 fund options to help advisers manage market volatility.

A strategic partnership between Fortigent LLC and Central Park Group LLC will provide an alternative investments platform for registered investment advisers.

GPS Select Solutions, a suite of multi-strategy solutions, was rolled out by Genworth Financial Wealth Management (GFWM). 

Natixis Global Asset Management (NGAM) is offering “Class N” shares for several Natixis and Loomis Sayles funds.

Thornburg Investment Management Inc. added R share classes for its International Growth Fund (R6) and Developing World Fund (R5 and R6).

HealthView Services has introduced HealthWealthLink software to help Baby Boomers plan for potentially devastating health care expenses in retirement.

Prudential Retirement rolled out a mobile-ready website for retirement plan participants.

Fiserv announced that Lincoln Financial Group is the first client to make use of its new retirement income technology, Retirement Illustrator.

An alternative investment educational series begins in Los Angeles with a keynote address by Jeffrey Gundlach, the chief investment officer of DoubleLine Capital.

Russell Indexes introduced the Russell High Efficiency Defensive Indexes, an index series extending the Russell Defensive Index methodology.

A college savings-themed desktop calendar can be used as a tool to start conversations with clients and highlight the benefits of 529 savings plans.

The Interactive Analytics Report (IAR) has been added to BNY Mellon’s Workbench Web platform.