Products & Services

Franklin Templeton Investments has introduced the Franklin World Perspectives Fund, an actively-managed, global growth equity fund.

Victory Capital Management announced it is eliminating minimum asset thresholds for retirement plan investors.

The Principal has published a white paper that aims to help advisers guide their plan sponsor clients through the search for the best-fitting retirement plan provider.   

Liberty Street Advisors has launched the Center Coast MLP Focus Fund, an open-end mutual fund, which will invest in midstream energy infrastructure master limited partnerships (MLPs).

Acadian Asset Management LLC has launched the Acadian Emerging Markets Debt Fund, a series of the Advisor’s Inner Circle Fund Series Trust. (AEMDX).

E*TRADE Capital Management, LLC, is expanding its advisory services by offering clients the ability to invest in a unified managed account (UMA).  

Pershing LLC, a BNY Mellon company, announced upgrades to its Advisor in Transition practice management program. 

The Retirement Income Industry Association (RIIA) and HealthView Services have developed a retirement income management software solution that includes a portion dedicated to unforeseen healthcare costs.   

Fidelity's newest unified managed account (UMA) offering, Personalized Portfolios, provides daily risk management and tax-sensitive investing previously reserved for institutional investors.  

ExpertPlan, Inc. has been selected by GWN Securities, Inc. to provide a customized defined contribution and defined benefit retirement program to their national network of more than 700...

Barclays Capital announced the launch of a new Emerging Markets Tradable Local Currency Bond (EMLOCAL) Index.

Westwood Holdings Group, Inc. has closed the WHG SMidCap Fund (WHGMX) to new investors.

The retirement services division of American United Life Insurance Company (AUL) announced today that it will offer Advent Custodial Data (ACD) to its advisers.  

When the going gets tough, the best employers stand by their employees – and they’re willing to share how.

SEI has partnered with Allfunds Bank to offer a greater choice of investment solutions for Shariah investors in the Gulf Cooperation Council (GCC).

UBS Global Asset Management has launched the UBS Fixed Income Opportunities Fund.

InvestorForce, Inc. and eVestment Alliance are expanding the partnership they formed last year, the two companies announced.

The Buckingham Family of Financial Services has acquired Advisors Access, a turnkey 401(k) program, from Capital Directions.  

TD Ameritrade Institutional has been collaborating with third-party technology providers in order to open its Application Programming Interface (API) with its VEO management platform.   

In retirement plans that offer Vanguard Financial Planning Services, participants nearing retirement now have free access to a Vanguard Certified Financial Planner.