Products & Services

Brinker Capital launched a mobile phone application designed to provide financial advisers and their clients with computer desktop-like accessibility to account information.

A new family of exchange-traded funds is set to debut.

Trinity Fiduciary Partners, LLC, investment adviser to the Epiphany Funds, has launched three new Epiphany Funds.

Smart-Tek Automated Services, Inc., has signed an agreement to offer its client employees a 401(k) plan through The Hartford Financial Services Group, Inc.

401(k) Rekon, a recently launched research provider for retirement plan advisers, is hosting its first symposium.

Adhesion Wealth Advisor Solutions Inc., a provider of unified managed accounts (UMAs) for independent registered investment advisers (RIAs), has added a “do-it-for-me” option to its UMA program.

Jensen Investment Management, investment adviser to The Jensen Portfolio (JENSX) mutual fund, has launched its second mutual fund, the Jensen Value Fund.

Securian Retirement's quarterly retirement plan statements for employees are moving from mailboxes to inboxes.

The Principal Financial Group announced an enhanced platform of tools, services, and pricing for financial professionals.

National Financial said it has made enhancements to its online service technology resources to help brokers and advisers better initiate and manage service requests.

Artisan Funds has announced the launch of Artisan Global Equity Fund (ARTHX).

State Street Global Advisors (SSgA), the investment management business of State Street Corporation, has entered into an agreement with Nuveen Investments regarding the management of several municipal bond...

Morningstar, Inc., has launched a complete upgrade of Morningstar Advisor Workstation, its research and investment planning software platform used by financial advisers.

RLP Capital, Inc., has launched The Green 401k, which offers more than 130 socially responsible mutual funds, as well as over 8,000 traditional mutual funds.

The NASDAQ Stock Market offers a new Web resource center for financial planners.

Curian Capital, LLC, a provider of a fee-based wealth management platform for financial professionals, has added two strategies to its Custom Style Portfolios.

ING's U.S. operations, which merged its annuity and rollover businesses to form ING Financial Solutions last year, has added what it said is a simpler, lower-cost variable annuity...

The Internal Revenue Service (IRS) is conducting an audio forum on its new determination letter program for qualified plans.

The Islamic Medical Association of North America (IMANA) and Benefit Plans Administrative Services, Inc. (BPAS) have announced the creation of the IMANA Multiple Employer Retirement Plan Trust.

MetLife Resources, a division of MetLife, has made available IRS Form 5500 filing services to its 403(b) clients.