Products & Services

Putnam Investments is making its interactive Roth IRA Conversion Evaluator available to both advisers and their clients.

Vantagepoint Investment Advisers, LLC (VIA) has announced investment strategy changes to the Vantagepoint Milestone Funds.

Smart401k has released a new proprietary retirement planning tool that provides clients with a way to track progress toward their retirement goals and determine how changes in retirement...

Northern Trust has launched a new investment fund platform that will consist of a series of collective funds sub-advised by investment managers retained and overseen by Northern Trust.

Unum has released a new series of educational videos to help Spanish-speaking customers learn about its employee benefits products and services.

A new service called 401(k) Rekon aggregates and lists resources offered to financial advisers by 401(k) plan providers.

Fidelity Investments has created a Client Experience organization within its institutional division in order to meet the “evolving demands” of independent advisers, broker/dealers, traders, and family offices.

Vanguard is adding to its family of 30 actively managed stock funds the Vanguard Explorer Value Fund, which focuses primarily on stocks of small and medium-sized U.S. companies.

Callan Associates’ Performance Evaluation Program (PEP) has new features and data in its reporting platform.

An Illinois-based retirement plan consulting firm has introduced a Fiduciary Fitness Review for plan sponsors.

Retirement plan advisers looking to help participants (and plan sponsors) find a retirement income solution have another option to consider.

Fee-based retirement advisers can now work with Paychex Retirement Services, which previously only worked with commission-based advisers.

Charles Schwab & Co., Inc. is expanding its fixed income offerings with four Municipal Bond Ladder Separately Managed Account (SMA) strategies managed by PIMCO.

Nautical Capital Management LLC has launched its commodity-based absolute return strategies.

Eaton Vance Management has filed an application with the Securities and Exchange Commission (SEC) to create and operate five actively-managed exchange-traded funds (ETFs).

J.P. Morgan Investment Management Inc. has filed applications with the Securities and Exchange Commission (SEC) to create and operate an actively-managed exchange-traded fund (ETF) and two index ETFs.

Retirement Plan Advisory Group (RPAG) has announced that its proprietary Scorecard System will now track, monitor, and rank more than 300 exchange-traded funds (ETFs).

The Principal Financial Group unveiled Web tools to help advisers with estate planning.

To help educate investors about the potential benefits of building a tax-diversified retirement portfolio, Fidelity is launching a "Tax-Smart Investing" seminar.

Schwab is making additional resources and tools available to investors, independent investment adviser clients, and 401(k) plan participants designed to help navigate Roth IRA conversion decisions.