Products & Services

Vanguard announced that it will expand the availability of its Admiral Shares with six additional domestic and international equity index funds.

Nationwide Funds Group is rolling out the Nationwide Alternatives Allocation Fund (NWAAX), a mutual fund offering seven alternative asset classes.

Former Russell Investments Portfolio Managers Chris Tessin and Dennis Jensen have launched Acuitas Investments, LLC, a Seattle-based boutique investment firm offering multi-manager solutions. 

BNY Mellon has launched Workbench Mobile, an iPad app enabling the firm’s institutional clients to authorize instructions and securely access key reports and account information.

FCRC Apps, LLC, a software development firm, is releasing version 3.0 of its Web-based application, eFiduciary.net.  

The U.S. Women’s Chamber of Commerce (USWCC) is launching several financial and business service enterprises, including a Multiple Employer Plan for female small-business owners.

UBS Investment bank has released two ETRACS IPO exchange-traded notes (ETNs) that are linked to the performance of the UBS Internet IPO Index.

The SPARK Institute has released a draft of data standards for investment product providers and recordkeepers to help them fulfill their part of the upcoming fee disclosure rules.

Fiduciary Management Associates (FMA), a Chicago-based institutional investment manager, launched its Small-Mid (SMID) Cap Value Equity Strategy.

MetLife wrote a paper to help plan sponsors understand their new obligations regarding investment-related performance and fee information disclosures to participants of ERISA plans.

Principal Financial Group is introducing The Principal Warranty, designed to help financial professionals, third party administrators (TPAs) and plan fiduciaries manage potential risks.

Forward Management, LLC, is introducing a no-load “investor” share class for three of its real estate and infrastructure funds.

UBS Wealth Management Americas is rolling out a number of enhancements in its multi-year technology roadmap for the equity compensation plan services business.

Independent investment adviser Hutchens Investment Management, Inc. has merged with New Leaf Asset Management, LLC.

Fred Reish and Bruce Ashton of Drinker, Biddle & Reath LLP have co-authored a paper describing how Securian Retirement’s fee disclosure and revenue sharing process can help plan...

Huntington Asset Services will be assisting Longview Capital Management LLC with its first mutual fund offering.

Commonwealth Financial Network has partnered with Broadridge Financial Solutions to offer its advisers access to Broadridge’s Forefield applications.  

Ascensus announced a partnership with Edward D. Jones & Co. to offer its open-architecture retirement plan platform, SingleSource, to a wider client base.

The Wagner Law Group, specializing in ERISA, employee benefits, executive compensation and estate planning, has opened a New York office, near the city of Buffalo.

Hermes Real Estate Investment Management has partnered with UOB Global Capital and Hampshire Real Estate Companies to launch a closed-end commercial real estate income fund.