Products & Services

Wilshire Associates Incorporated rolled out the Wilshire Compass Portal, an enhanced Web-based investment manager questionnaire that populates its PC-based fund management tool, Wilshire Compass.

Advantus Capital Management launched an institutional share class of the Advantus Strategic Dividend Income Fund, which invests in a...

A concentrated equity fund launched by Natixis Global Asset Management (NGAM) seeks value opportunities across market capitalizations.

Allianz Life Insurance Company of North America created a planning tool to give investors and advisers a “framework for a retirement income strategy.” 

Alliance Benefit Group North Central States, Inc. launched a redesigned website. 

To help retirement plan fiduciaries navigate the maze of changing regulatory requirements, MassMutual's Retirement Services Division updated its fiduciary guide.  

J.P. Morgan Retirement Plan Services launched a mobile application for 401(k) plan participants.   

Broadridge Financial Solutions is offering a turnkey solution to help its clients meet the U.S. Department of Labor's (DOL) 408(b)(2) fee disclosure reporting requirements. 

PENSCO launched PENSCO SuccessorCustodian.

Manning & Napier introduced a suite of ten actively managed target-date funds (TDFs) that will invest in a variety...

BNY Mellon has created a unit to help clients manage collateral.

T. Rowe Price released a mobile application to allow investors to manage their accounts and view fund information.

Achaean Financial announced a strategic partnership with Envestnet, which will allow the integration of Achaean's software into Envestnet’s wealth management platform.

 Beware of the money trolls, creatures that portray setbacks to saving for retirement in a new Facebook game. 

Safeguard Financial introduced a managed real estate investment program for self-directed individual retirement accounts (IRA) and 401(k) plans.

Charles Schwab made available 28 universal workflows in the Schwab OpenView Workflow Library through Schwab Intelligent Technologies.

Five dynamic allocation models powered by CAPTRUST research were introduced by Jefferson National.

Morningstar Inc. released Morningstar Analyst Ratings and Global Fund Reports for approximately 40 alternative U.S. mutual funds, representing about 75% of the alternative fund universe by assets.  

Investor Watchdog offers an array of free, online tools to help investors choose and monitor advisers, and replace those...

The broker/dealer First Allied Securities Inc. expanded its advisory platform, Guided Portfolio Solutions (GPS) to give affiliated advisers a practical approach to conducting fee-based business.