Products & Services

American Century Investments developed its Retirement Service Provider Overview (RSPO) Program to help plan providers and advisers working with plan sponsors collect and document information.

UBS Investment Bank has expanded its ETRACS Exchange-Traded Notes (ETNs) platform with the 2xLeveraged Long Wells Fargo Business Development Company Index.

TD Ameritrade Institutional now offers advisers a research-based software assessment tool that compiles a list of recommended customer relationship management (CRM) programs based on the needs of the adviser....

Mutual of Omaha’s Retirement Plans Division will begin using Fiduciary Investment Reporting Manager (FiRM), which generates detailed investment comparisons for retirement products.

Lincoln Trust Company is rolling out “Managed Models,” a customized portfolio product designed specifically for the retirement industry.

Commonwealth Financial Network has made several upgrades to its Web-based client management tool, Client360. 

Insperity, Inc. announced a streamlined 401(k) deposit feature for its Workforce Optimization Solution clients.

ftwilliam.com, a Software as a Service (SaaS) product from Wolters Kluwer Law & Business, is rolling out an integrated Web portal.

Russell Investments and Axioma, Inc., a provider of advanced tools for portfolio optimization and risk analysis, have collaborated to launch a series of long-only large and small cap...

Lincoln Financial Group has introduced the Lincoln InStep participant education program, a suite of resources designed to help plan participants with retirement planning.

Invesco PowerShares Capital Management LLC announced plans for a suite of nine Fundamental Pure Style ETFs based on the Research Affiliates Fundamental Index (RAFI) methodology.

Retirement Investment Strategies has launched FinancialPlanStrategies.com to help those near and in retirement.

Invesco PowerShares Capital Management announced that the PowerShares Convertible Securities Portfolio is anticipated to begin trading May 26, 2011, on the NYSE Arca.

Northern Trust has launched two emerging manager collective funds for institutional investors.

Russell Investments has introduced its first suite of exchange-traded funds (ETFs), the Russell Investment Discipline ETFs.

The Institutional Retirement Income Council (IRIC) has developed a scorecard that can evaluate the suitability of a retirement income strategy as an investment option within an employer-sponsored defined...

RBC Dexia Investor Services has launched Investment Analytics - Interactive, a Web-based portfolio analysis tool.

Fidelity Investments is rolling out its first fund in the global high-yield category, the Fidelity Global High Income Fund.

RIA In A Box, a registered investment adviser (RIA) consulting firm, created its Last-Minute Audit Prep service to provide support and information for RIAs facing an SEC audit.

The Principal Financial Group announced it has made the necessary adjustments for advisers and plan sponsors to comply with new retirement plan fee disclosure regulations.