Products & Services

Charles Schwab Investment Management Inc. has added to its line of target-date funds (TDFs) with 2045, 2050 and 2055 retail offerings.

Gold Bullion International (GBI) launched a physical precious metals platform for registered investment advisers (RIAs).

Six portfolios from Curian Capital LLC give access to the expertise of research firms, analytical tools and user-friendly technology.

A product education platform from CANNEX provides annuity and retirement income educational tools for advisers to use with clients in planning retirement income.

Morningstar Inc. rolled out the Morningstar US Real Asset Index, a diversified portfolio of liquid assets that traditionally provide a hedge against inflation.

CFA Institute launched an education program, the Claritas Investment Certificate.

Fidelity Investments is closing Fidelity Small Cap Discovery Fund (FSCRX) to new accounts.

Symetra Life Insurance Company unveiled a Web-based retirement planning toolkit for advisers as part of a retirement planning education campaign.

Russell has developed new research offering guidance about how plan sponsors can overcome selection ambiguity when evaluating in-plan guaranteed income solutions.

Lazard Asset Management, Edinburgh Partners Ltd. and ARGA Investment Management replace Hansberger Global Investors as sub-adviser to the Vanguard...

BCG Securities Inc. (BCGS), a broker/dealer and advisory firm, unveiled an adviser recruitment video.

Oppenheimer rolled out a fund, the Oppenheimer Diversified Alternatives fund, focused on nontraditional growth and income.

Human resources consultant Findley Davies Inc. has acquired the assets of Columbus Retirement Administrators.

John Hancock Funds has relaunched the Turner International Growth Fund as the John Hancock International Growth Equity Fund.

Employers who are thinking of terminating a frozen defined benefit plan (DB) must be aware of termination costs and administrative procedures.

Market76 rolled out the latest version of its adviser customer relationship management (CRM) platform, which fine-tunes mobility, data analytics and optimization, and collaboration.

Mesirow Financial rolled out a series of model portfolios on the Mid Atlantic Trust Company (MATC) ModelxChange platform.

Pension Advisory Group Inc. (PAG) and Pro Financial Services (PFS) launched a group long-term disability insurance product for retirement plans.

Security Benefit Corporation released a series of reports suggesting fixed indexed annuity (FIA) products increase potential for retirement success.

Pentegra Retirement Services introduced a Web tool featuring Q&A’s with Pentegra specialists.