Products & Services

SunGard’s wealth management platform is integrating Dow Jones Adviser's Web-based services.   

BlackRock’s iShares exchange-traded funds (ETFs) business is launching the iShares Barclays 0-5 Year TIPS Bond Fund (NYSE Arca: STIP).

Fiduciary adviser Roland|Criss has launched the Stewardship Development Center (SDC) to train fiduciary leaders and their teams.

ETF Securities announced that ETFS Physical White Metals Basket Shares (Ticker: WITE) was introduced on the NYSE Arca today.

DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, has announced a change in name and strategy for the DWS Europe Equity Fund.

Bay Colony Partners and Dynamic Wealth Advisors are working together to provide a wealth management platform for customer portfolio management and client reporting.

RidgeWorth Investments has launched a mobile application for its fee-benchmarking tool. 

Matthews International Capital Management, LLC (Matthews), adviser to the Matthews Asia Funds, has introduced an Institutional share class for nine of the Matthews Asia Funds.

Pioneer Investments is partnering with Fiduciary360 (fi360) “to help prepare advisers for an increasingly fiduciary future.”

Lincoln Financial Group and Humana Inc. have formed a distribution partnership enabling 2,000 Humana agents to offer Lincoln's products.

The Principal Financial Group has introduced the Principal Advisor Compensation Application to provide direct access to a consolidated and summarized view of compensation statements.

Working with industry experts, the CFA Institute has published an investment guide for charitable organizations, donors, and beneficiaries.

Securian Retirement has teamed with 401(k) Advisors to offer a 3(38) investment management fiduciary service.

Morningstar has launched its latest free mobile Morningstar.com application for Android smartphones that aims to help investors track their portfolios and monitor the markets.

Russell Investments is providing transition management data to the Inalytics TIPS (Transition Implementation Performance Standards) database.

TD Ameritrade is offering retail investors and independent registered investment advisers (RIAs) access to new issue municipal market through M.R. Beal.

Putnam introduced its new online Wealth Management Center that features commentary on a variety of financial planning subjects, among other features.

MassMutual's Retirement Services Division announced improvements to its system for third-party administrators (TPAs) that automates and simplifies plan document processing.

The Companies of OneAmerica have launched Premier Trust for plans with assets of $5 million and above.

Putnam Investments announced that the total expense ratios across its four Absolute Return Funds have been reduced by as much as 54%.