Products & Services

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

Dana Investment Advisors, Inc. announced that the Epiphany Large Cap Core Equity fund it sub-advises has been renamed the Dana Large Cap Core Fund (symbol EPCNX).

Fidelity Investments is making a tool available to advisers that helps them prospect more than 1.5 million retirement plans.

Retirement plan solutions provider Ascensus has been selected by 3D Asset Management (3D), a registered investment advisory firm, to partner on its ETF AdvisorPlan product.

The Principal Financial Group obtained an independent audit addressing its procedures for public and private employee stock ownership plan (ESOP) clients.

The Retirement Plan Advisory Group (RPAG) acquired the Defined Contribution Plan (DCP) Suite of Studies, conducted by Warren Cormier. 

Motley Fool Asset Management has launched the Motley Fool Great America Fund.

Pershing LLC, a BNY Mellon company, says its independent study examines how a dually registered adviser can combine a fee-based and commission-based business.  

The new international equity fund offering is named Transamerica TS&W International Equity.

MetLife, Inc. and PIMCO have created a retirement income solution that combines investment and insurance products.

Lincoln Financial Network, the retail distribution division of Lincoln Financial Group, has expanded its Office of Practice Management (OPM) services.  

Participants who have completed The Principal's interactive tool save an average of 39% more for retirement than those who have not used the tool, according to the firm.

Goldman Sachs Asset Management International announced the U.S. launch of the Goldman Sachs N-11 Equity Fund (Class A shares: GSYAX).

The Trust Marketing Office (TMO) is aimed to help registered investment advisers (RIAs) attract and retain high net worth clients. 

Great-West Retirement Services and John Hancock investment options will be added to American Pension Services' multiple-employer plan solution.

The expense ratios of seven Vanguard international index funds have declined since 2009.

Russell Investments and Research Affiliates launched an index series based on Research Affiliates’ Fundamental Index methodology.

The SPDR S&P Emerging Markets Dividend ETF (Symbol: EDIV) and the SPDR Barclays Capital Emerging Markets Local Bond ETF (Symbol: EBND) began trading on the NYSE Arca.