TRUSTIVO Adds Dalbar’s Verified Expert Status to Network
TRUSTIVO announced it would add the Verified Expert program for advisers from Dalbar to its referral network.
Products & Services
Wilshire Introduces Managed Portfolios for RIAs and Broker/Dealers
The global financial services firm Wilshire Associates rolled out two offerings, one with exposure to liquid alternatives and a lower-cost product for smaller client accounts.
Wilshire Adds Qualitative Evaluations to Compass Monitor
Wilshire Associates Incorporated added qualitative evaluations to Wilshire Compass Monitor, the firm's PC-based fund management and consulting tool.
MFS Unveils New Brand Positioning
MFS Investment Management unveiled its new brand positioning, Building Better Insights.
ShareBuilder 401k Unveils Fee Calculator Website
A new website from ShareBuilder 401k allows companies to calculate and compare 401(k) plan fees.
KPMG and AxiomSL Partner to Offer PF Form Help
The tax firm KPMG LLP formed an alliance with Axiom Software Laboratories Inc. to address new regulatory requirements facing investment advisers, such as Form PF.
Wells Fargo Adds Lincoln Variable Annuity to Its Lineup
Lincoln Financial Distributors announced itsChoicePlus Assurancevariable annuity was added to Wells Fargo Advisors LLC’s advisory variable annuity program.
Investor Communications Firm Unveils Mailbox for Advisers
Software app from Mediant Communications lets advisers monitor and view documents mailed to their clients to help them evaluate their importance.
F-Squared Rebrands and Updates Fixed-Income Indices
The asset manager F-Squared Investments upgraded its AlphaSector Fixed Income Indices.
Paychex Rolls Out App for Benefits Information
Paychex Inc. launched a mobile smartphone application giving employees access to personal payroll, benefits and retirement information.
Diversified Offers Guidance for Effective Plan Design
Diversified is offering a white paper of best practices for ensuring a plan sponsor’s retirement plan is designed to help employees achieve their savings goals.
Phoenix Companies Rolls Out Annuity and Planning Tool
The Phoenix Companies Inc. introduced a single premium fixed-index annuity for people approaching or already in retirement.
Neuberger Berman Rolls Out Mutual with Hedge Fund Strategies
Neuberger Berman Group LLC launched the Neuberger Berman Absolute Return Multi-Manager Fund with multiple sub-advisers on Monday.
FSI Launches App to Advocate for Regulatory Issues
The Financial Services Institute (FSI) launched a mobile application Monday to help financial advisers advocate on industry issues using smartphones and tablets.
Organization Launches Custom QDIA Association
The Center for Due Diligence (CFDD) created a qualified default investment alternatives (QDIAs) association to help advisers assess and understand target-date funds (TDFs).
Achaean Introduces Retirement Income Tools
Achaean Financial released two products for advisers and investors, Retirement Outcome and Income Plus+.
Prudential Rolls Out Mutual Fund with International Equities
Prudential Investments introduced the Prudential Jennison International Opportunities Fund.
Prudential Rolls Out Mutual Fund with International Equities
Prudential Investments introduced the Prudential Jennison International Opportunities Fund.
Exchange Traded Concepts Introduces ETF to Invest in Hedge Fund Equity Positions
The AlphaClone Alternative Alpha ETF (exchange-traded fund) aims to include exposure to alpha-generating equity positions, Exchange Traded Concepts LLC said.
NQDC Site Expands Continuing Education Courses
The publisher of the websites myStockOptions.com and myNQDC.com expanded its continuing education offerings for retirement planning professionals.