Products & Services

Dalbar introduced a Fee Disclosure Certification program for the evaluation of plan provider services.

NFP Advisor Services Group offered a complimentary, first-year Financial Services Institute (FSI) membership to all 1,400 of its financial advisers.

Investment Guidance Solutions (IGS) launched a mutual fund investing tool called IGSignals.

Knight Capital Group Inc. announced that Astor Long/Short ETF Fund was added to the 401(k) platform at Paychex Inc. 

A report from Broadridge Financial Solutions provides insights designed to help firms successfully navigate the new fee disclosure regulation being implemented by the Department of Labor.

CPI Qualified Plan Consultants released its rebranded website at cpiqpc.com. 

Commonwealth Financial Network’s Power in Practice business development coaching program will continue in 2012.  

Paychex Inc., a provider of 401(k) recordkeeping services, launched Paychex Advisor Select 401(k) for fee-based financial advisers.

FiPath launched the Save Generation X! Campaign, which challenges 29- to 49-year-olds to take control of their financial future.

Pershing Advisor Solutions developed a new guidebook called Developing a Sustainable Business and Succession Plan: An Independent Advisor’s Guide. 

BrightScope formed a strategic partnership with Arkovi.

FiPath for Advisors, an online marketing solution for financial advisers, is partnering with Arkovi, a financial services social media solution for archiving, compliance and market intelligence.

Vanguard launched the Vanguard Target Retirement 2060 Fund. 

The average total plan cost for a small 401(k) plan (100 participants) is 1.3%. 

 Allianz Global Investors Capital (AGIC) is offering investors managed volatility investment strategies designed to lower expected portfolio risk while achieving above-benchmark returns. 

Franklin Templeton Investments launched Franklin Templeton Multi-Asset Real Return Fund for U.S. investors. 

BlackRock, Inc. entered into a definitive agreement to acquire Claymore Canada.  

State Street Global Advisors (SSgA) announced the SPDR S&P Small Cap Emerging Asia Pacific ETF began trading on the NYSE Arca on January 12.

 ING’s U.S. Retirement division launched the ING Lifetime Income Protection Program.    

 BNY Mellon introduced its Performance & Risk Analytics (P&RA) Mobile Dashboard application.