Products & Services

Putnam Investments plans to launch a version of its Absolute Return 500 Fund for use by insurance companies in variable annuities and other variable insurance products.

LPL Financial has introduced a platform that allows for discretionary management of variable annuity assets for LPL Financial-affiliated advisers.

The Newport Group introduced a Focus on Total Rewards benchmarking analysis, which provides comprehensive intelligence about executive benefits.

Principal Funds, the mutual fund arm of the Principal Financial Group, has created resources to help financial professionals guide clients through their Social Security benefits.  

Standish Mellon Asset Management Company LLC and The Boston Company Asset Management (TBCAM) are jointly managing the Total Emerging Markets strategy. 

FTSE Group has licensed GlobalX Funds to create an exchange-traded fund (ETF) based on the FTSE/ASEAN 40 Index.  

For years, retirement education focused on the need to save; but as Baby Boomers are starting to reach retirement, they’ll have to turn that accumulation into a source...

A new TPA firm has hung out its shingle. 

MFS Investment Management has teamed with TPA(k)nowledge.com to offer complimentary access to TPALocator Service, a national network of third-party administrators (TPAs). 

Standard & Poor's and Harel Financial Group launched a suite of sector indexes covering a range of companies within the Israeli equity market.

DALBAR and FiduciaryPlanReview.com announced a joint venture to deliver fee disclosure materials that will be required by brokers/dealers under the new 408(b)(2) regulations.

Neuberger Berman is introducing the Neuberger Berman Large Cap Value Funds in A, C and Institutional Classes (ticker symbols pending).

American Beacon Advisors announced the addition of American Beacon SiM High Yield Opportunities Fund (Ticker: SHOIX) to its family of mutual funds.

Standard & Poor's launched a series of indexes intended for investors with varying risk-reward profiles.

Genworth Financial Wealth Management (GFWM), a subsidiary of Genworth Financial, has added alternative investments specialist Altegris Advisors as a portfolio strategist. 

ProShares, a provider of alternative exchange-traded funds (ETFs), has launched what it says is the first ETF that provides inverse exposure to U.S. Treasury Inflation-Protected Securities (TIPS).

Recordkeeper BPAS has partnered with Fiduciary Benchmarks to provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to all BPAS clients.

Forward Management, LLC has created the Forward Commodity Long/Short Strategy Fund (FCOMX).

Guggenheim Partners, a financial services firm, established the Guggenheim Investment Advisory division to serve the needs of investment advisers and other financial intermediaries.  

Bishop Asset Management is introducing the Bishop Volatility Flex Fund (VFF).