Products & Services
Flexible Plan Investments Offers Absolute Return Portfolios
Flexible Plan Investments, Ltd., a national provider of actively managed accounts, announced Absolute Return Portfolios with Wolf Pack Advisors are now available to the independent broker/dealer and...
Diversified Offers Mobile Site Access
Diversified Investment Advisors has introduced Diversified Direct Mobile that allows participants to monitor their accounts from their mobile devices.
Dow Jones Announces Launch of Long-Term Inflation Indexes
Dow Jones Indexes has announced the launch of the Dow Jones Long-Term Inflation Indexes.
PIMCO Introduces Two Sovereign Bond Benchmarks
PIMCO has unveiled the PIMCO Global Advantage Government Bond Index (GLADI Government) and European Advantage Government Bond Index, two sovereign bond benchmarks designed to capture fixed income investment...
Firm Produces Two Investment Education Offerings
Smart401k, an Overland Park, Kansas-based education provider for employer plans, has unveiled two online offerings.
The Hartford Launches Educational Campaign for High Net Worth Professionals
The Hartford Financial Services Group, Inc. is launching a new educational campaign to help financial advisers consult with doctors, lawyers, and other professionals on planning for retirement in...
John Hancock Relaunches Adopted Mid Cap Value Fund
John Hancock Funds has completed the adoption of the Robeco Boston Partners Mid Cap Value Fund and has launched it as the newly established John Hancock Disciplined Value...
National Planning Holdings, Inc. Launches WealthOne Advisory Platform
National Planning Holdings, Inc. (NPH) announced the launch of WealthOne, a Web-based advisory platform that offers investment strategies and products to all NPH-affiliated advisers.
Brinker Capital to Launch Absolute Return Portfolio within SMA
Brinker Capital has announced plans to launch an absolute return portfolio embedded in a separately managed account (SMA) format.
Virtus Launches New AlphaSector Fund
Virtus Investment Partners has launched the Virtus Premium AlphaSector Fund (Class A: VAPAX), an extension of Virtus' AlphaSector product suite that is subadvised by quantitatively-based investment firm F-Squared...
Rydex Announces Four Additions to Alternative Investments Lineup
Rydex|SGI has introduced four mutual funds “that may help investors weather the ups and downs of challenging market environments.”
Russell Launches Enhanced Asset Allocation Capability for Advisers
Russell Investments has announced a new offering that "provides advisers with a next-generation tool that responds to current market conditions while still providing long-term risk management."
Interactive Data Provides Analytics for Bulletshares Indices
Interactive Data Corporation has announced that it is providing end-of-day index values as well as analytics capabilities for ten of Accretive Asset Management, LLC’s Bulletshares USD Corporate Bond...
Russell Launches Multi-Manager Commodity Strategies Fund
Russell Investments has launched what it says is the first U.S. multi-manager mutual fund with a specific commodities mandate.
Schneider Downs Wealth Management Advisors, LP Renames Retirement Unit
Schneider Downs Wealth Management Advisors, LP has announced a name change for its retirement plan division.
Invesco and Deutsche Bank Launch Leveraged Bond Exchange ETNs
On June 29 Invesco PowerShares Capital Management, LLC and Deutsche Bank launched two Exchange Traded Notes (ETNs) linked to CBOT Ultra T-Bond futures.
Nuveen Expands DCIO Efforts
Nuveen Investments announced additional efforts in developing its business platform that serves the employer-sponsored retirement market as a defined contribution investment only (DCIO) service provider.