Fidelity Investments has developed an application that will allow investors to place stock, option, exchange-traded fund (ETF), or mutual fund trades via an iPhone or iPod touch.
Credit Suisse announced today that for the first time, U.S. investors will be able to access the Credit Suisse/Tremont Long/Short Equity Hedge Fund Index strategy through an exchange-traded...
Archimedes Systems, Inc., and Convergent Retirement Plan Solutions LLC announced the launch of RothProfessional.com, a Web portal to aid advisers with Roth individual retirement account (IRA) conversions.
USI Consulting Group has introduced a new EFAST2 Solution to assist its Direct Solutions clients in meeting Department of Labor-mandated Form 5500 electronic filing requirements.
Invesco has launched a Web site featuring educational resources to meet the needs of U.S. defined contribution plan sponsors, consultants, recordkeepers, and advisers.
The Hartford Financial Services Group has launched a new search engine, which it said is designed to help financial advisers target potential sponsor clients.
BPAS, a national provider of plan administration, actuarial, and institutional trust services in support of financial intermediaries, has launched a major upgrade to its Partner Toolbox.
Wells Fargo Advisors Financial Network, LLC, said it now offers a new program to help its advisers determine, build, and monitor the value of their practice.