Products & Services

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.

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.