Products & Services

Financial Engines has rolled out what it calls “the first retirement income solution designed specifically for 401(k) plans.” 

Standard & Poor's has announced the launch of the S&P GSCI Dynamic Roll Index.  

GuidedChoice has launched GuidedSpending 2.0, a major revision of its retirement income advice program.

The Principal Financial Group upgraded its Web site for retirement plan participants.

State Street Global Advisors (SSgA) now has 96 SPDR ETFs in the U.S.

Transamerica has enhanced its Transamerica Multi-Manager Alternative Strategies Portfolio with what it described as “a variety of niche, non-traditional asset classes."

Forward Management launched the Forward Tactical Enhanced Fund (FTEEX) that seeks profit through continuous management of market exposure.

Mutual funds from ING Fund Services are now available to Pershing-affiliated broker/dealers (B/Ds) and registered investment advisers (RIAs).  

Global X Funds launched the Global X Russell Emerging Markets Growth ETF (Ticker: EMGX) and the Global X Russell Emerging Markets Value ETF (Ticker: EMVX).

John Hancock Funds launched the John Hancock Alternative Asset Allocation Fund (JAAAX).

Guggenheim Funds Distributors, Inc. has launched the Guggenheim BulletShares High Yield Corporate Bond ETFs.

Russell Investments has launched two new emerging markets indexes.

A new finanical management platform, Merrill Edge, combines the banking of Bank of America (BofA) with the investment strategies of Merrill Lynch.

Efficient Market Advisors, an exchange-traded fund (ETF) separate account manager, is offering professionally managed portfolios οf ETFs to 403(b) plans. 

Wasatch Advisors announced that it intends to close the Wasatch Small Cap Growth Fund (WAAEX) to new investors through most third party intermediary platforms as of January 31,...

AdvisorShares announced it is lowering the expense cap on the AdvisorShares Cambria Global Tactical ETF (NYSE:GTAA).

RiverNorth Capital launched the RiverNorth/DoubleLine Strategic Income Fund, to be subadvised by DoubleLine Capital LP.

Charles Schwab is offering the Schwab U.S. REIT (SCHH) and the Schwab U.S. Mid-Cap (SCHM) exchange-traded funds.

A new video series from the Principal Financial Group is designed to help advisers educate clients about nonqualified deferred compensation plans (NQDC). 

As of January 1, 2011, Ameritas Retirement Plans, a division of Ameritas Life Insurance Corp., is the new name for UNIFI Companies Retirement Plans, in all states except...