Products & Services

Fidelity Investments and the Massachusetts Educational Financing Authority (MEFA) have unveiled a new age-based strategy to families saving for college via Fidelity-managed 529 college savings plans.

Windham Capital Management has established a relationship with Apostle Asset Management of Sydney, Australia. 

Online broker E*Trade Financial plans to double its sales force over the next few years to 400 from 200 as it seeks to increase its share of client...

Putnam Investments has launched the Putnam Dynamic Risk Allocation Fund.

ADP will make Mesirow Financial’s Fiduciary Partnership service available to its Retirement Services clients, to help them better manager fiduciary liability and mitigate risk.  

The TCW Group has launched the MetWest Unconstrained Bond Fund, the first fund from Metropolitan West Asset Management since its acquisition by TCW in December 2009.

The site will help individuals and small businesses manage their of 401(k) retirement investment decisions.

The four funds in the Vanguard LifeStrategy series, which currently feature a mix of passively and actively managed funds, will adopt an all-index approach.

Orion Advisor Services is releasing an updated version of its portfolio management platform, Advisor Desktop.   

State Street Global Advisors (SSgA) announced that the SPDR S&P Aerospace & Defense ETF, SPDR S&P Health Care Services ETF, and SPDR S&P Software & Services ETF have...

The American Society of Pension Professionals & Actuaries (ASPPA) announced the launch of The National Association of Plan Advisors (NAPA).

S&P Indices has launched the S&P Latin America Infrastructure Index.

Transamerica Retirement Management and RetirementJobs.com have formed a partnership to help people over 50 find new sources of income in retirement.   

The Guardian Insurance & Annuity Company has added to its fund line-up and focus list options for plan sponsors who use The Guardian Advantage or The Guardian Choice...

DST Retirement Solutions is rolling out a new strategy intended to help clients optimize the time spent on participant and plan Web sites. 

Schwab Advisor Services has launched a campaign called “RIA Stands for You,” a multi-media initiative to help attract affluent investors to the independent RIA category.

The Financial Services Institute (FSI), an advocacy-driven organization for independent financial services firms and independent financial advisers, has redesigned its Web site.

Vanguard has lowered costs on six index funds.

Klein Decisions, a provider of Web-based software to assist with 401(k) investment decision-making, has expanded its “K4” suite of tools with a small-business platform.

Albridge Solutions, an affiliate of Pershing LLC, a BNY Mellon company, has published a white paper highlighting the common misconceptions associated with the Global Investment Performance Standards (GIPS)....