Products & Services

Schwab Performance Technologies (SPT), a provider of technology solutions for registered investment advisers (RIAs), announced changes to its pricing structure.

Charles Schwab Investment Management, Inc. (CSIM), has launched two new exchange-traded funds (ETFs) focused on emerging markets and international small-cap equities.

Wells Fargo and its Evergreen Funds affiliate have been tidying up their fund lineups.

Freedom One Financial Group has added vWise SmartPlan Enterprise to its education and communication service offering to plan participants.

AXA Distributors, LLC, the annuity wholesale distribution unit of AXA Equitable Life Insurance Company, now offers an educational program about retirement income planning for financial professionals.

Dow Jones & Company rolled out a new service to provide financial advisers market, investment, and practice management news and analysis.

DoubleLine Capital LP, the money management firm started last month by star bond fund manager Jeffrey Gundlach, is gearing up to offer some new funds.

The Guardian Insurance & Annuity Company, Inc. (GIAC), is initiating an enhanced awards program for third-party administrators (TPAs) whose clients utilize The Guardian Choice and The Guardian Advantage...

The new social networking site linkedFA said it is the “first and only FINRA-compliant social networking site for financial professionals.”

Richard Weylman, Inc., a consultancy that helps financial businesses market to the affluent and wealthy, has launched The Weylman Center for Excellence in Practice Management, an online university...

Natixis Global Associates (NGA) said that Managed Portfolio Advisors (MPA) has been selected by FundQuest to provide overlay management services for its Advisor Directed Unified Managed Account (UMA)...

Three firms have combined forces to offer target-date and composite-based exchange-traded fund (ETF) models for qualified plans.

iShares announced that a suite of municipal bond exchange-traded funds (ETFs) with a planned end date began trading on the NYSE Arca.

The Charles Schwab Corporation today announced reductions in online equity trade commissions for both retail investors and its independent investment adviser clients.

CUSO Financial Services (CFS), a full-service, broker/dealer and registered investment adviser, has launched the ActivePassive Portfolios on the CUSO Asset Management (CAM) platform.

Pax World Management LLC, investment adviser to Pax World Funds, has joined with Morningstar Associates to create and manage a series of asset allocation funds that integrate environmental,...

Dow Jones Indexes has added three funds to its target-date fund offerings, timed for those retiring around 2050.

Investment management company Bandon Capital Management, LLC, announced a new relationship with American Independent Securities Group, LLC (AISG), enabling AISG advisers to access Bandon’s flagship investment strategy.

TD AMERITRADE said it unveiled new IRA-focused tools and resources to help investors and their advisers better understand how the new Roth IRA rules might impact their retirement...

AXA Equitable Life Insurance Company has rolled out the Retirement Cornerstone, a variable annuity that aims for both accumulation and preservation of wealth.