Products & Services

McCready and Keene, a OneAmerica company, announced that its trust solution platform, Premier Trust, is available for distribution via registered representatives.

Putnam Investments announced plans to offer a suite of income-oriented funds that aim to help Boomers and retirees develop strategies based on their risk tolerance.  

American United Life Insurance Company (AUL), a OneAmerica company, has introduced a multiple-employer 401(k) option for small- to mid-sized employers.

Benefit Consultants Group (BCG), a Delran, New Jersey-based plan provider, is adding Stadion Money Management to its lineup.

The Hartford Financial Services Group is introducing a service to help advisers identify potential risks associated with retirement plans and educate plan sponsors on how to eliminate those...

WisdomTree has launched the WisdomTree Asia Local Debt Fund (ALD).

American Pension Services, Inc. announced a partnership with T3Direct Marketing of Modesto, Calif., which will reimburse advisers for prospecting appointments.  

Invesco PowerShares Capital Management LLC is planning to expand its geographic coverage through a series of cross-listings in Mexico.

Franklin Templeton created a guide to help advisers and their clients understand how global investments may increasingly serve as a core component within portfolio allocations

Raymond James Asset Management Services and RiverFront Investment Group announced four model portfolios on the Raymond James Freedom Unified Managed Account platform. 

Global X Funds has launched the Global X Pure Gold Miners ETF (NYSEArca: GGGG) and the Global X Oil Equities ETF (NYSEArca: XOIL).

RidgeWorth Investments is introducing five monthly podcasts that will offer asset class updates and information for investment professionals. 

Transamerica Retirement Services unveiled a mobile application that it says allows employees to enroll in a retirement plan in as little as three minutes.

The International Foundation of Employee Benefit Plans (IFEBP) is celebrating National Employee Benefits Day with a special Web site for the occasion.

Broadridge Financial Solutions Inc. announced that Mobile ProxyVote.com is live and compatible with mobile devices.

Charles Schwab has developed a “Select List” of exchange-traded funds (ETFs) to help investors choose the best one for their portfolio.  

Merrill Lynch has developed mobile applications for the iPhone, iPad, and BlackBerry devices, for clients of Merrill Lynch Wealth Management and Merrill Edge. 

Wells Fargo’s Institutional Retirement and Trust business has successfully completed all phases of its retirement systems conversion.

RIA In A Box has created Microsoft Word-based templates with step-by-step instructions for the new ADV 2A and 2B forms.

The third edition of the book 401(k) Sales Champion, A Guide For Financial Advisors To Acquire And Retain 401(k) Plans will be released July 1, 2011