Products & Services

Ascensus, a retirement plan solutions provider for broker/dealers and RIAs, announced enhancements to its retirement platform that it says “simplify retirement plan management.”

Northern Trust upgraded its suite of risk tools by integrating BarraOne to strengthen predictive risk analytics and reporting across asset classes, including derivatives.

Ashmore Investment Management Limited., an investment manager specializing in emerging markets, says that regulatory approvals have been obtained to offer five mutual funds to the U.S. markets.

linkedFA, a social networking/media site that enables financial advisers to be active on the Internet and stick to compliance guidelines, has made upgrades to its Web site.

Mid Atlantic Trust Company (MATC) teamed up with Inspira to create an IRA capture solution that enables clients to enter the automatic and voluntary rollover business quickly.

The Guardian Insurance & Annuity Company, Inc. is introducing an enhanced fund lineup for its group retirement product platform.

Mid Atlantic Trust Company (MATC) launched its new platform, ModelxChange, which allows 401(k) professionals to incorporate mutual fund and/or exchange-traded fund investment models into a plan through a Web-based...

Dow Jones Indexes is launching a new index in collaboration with the Global Fund, which will help generate resources for the Global Fund's work.

MSCI Inc. announced the launch of Barra Portfolio Manager, which is designed to help fund managers and their teams manage, monitor and build better equity portfolios.

Beacon Hill Fund Services has developed a compliance consulting module for registered investment advisers (RIAs) for form ADV Part 2 amendments. 

Barclays Capital unveiled the Barclays Capital Commodities Research Index (BCRI), designed to make Barclays Capital’s commodities research investable.

The Principal Financial Group will begin processing plan changes for in-plan Roth conversions and for participant requests for such conversions beginning December 16, 2010.

Fidelity has launched a program, “Options for Independence,” to help breakaway brokers understand the range of options available to them when going independent. 

ProShares, a provider of alternative exchange-traded funds (ETFs), has unveiled ProShares RAFI Long/Short (RALS).

Fewer than one-third of employers surveyed by Mercer say they will offer the in-plan Roth conversion feature before 2012, and 45% say they have no plans to offer...

Newkirk revised several services intended to satisfy the Department of Labor’s (DoL’s) recently released final rule on disclosing fees and expenses, the company announced.

New York Life Retirement Plan Services announced the launch of a redesigned participant Web site.

ING Retirement Services has added a tool to its GROW program that focuses on participant education.

Laserfiche announced today the availability of a prepackaged integration with Salesforce.com, designed specifically for registered investment advisers (RIAs). 

BB&T is adding Genworth's guaranteed lifetime income product, ClearCourse, to its 401(k) investment options.