Products & Services

Chartwell Partners has launched an emerging markets investment product that excludes China and Vietnam.

Kiplinger’s Personal Finance magazine and the National Association of Personal Financial Advisors (NAPFA) are offering free financial planning services as part of a two-day event.

ProTracker Software, Inc., announced the launch of ProTracker Cloud, a hosted remote client relationship management (CRM) solution.

BrightScope said its new Personal 401k Fee Report product allows 401(k) plan participants to figure out what they pay in fees.

SunGard has launched MyWealthSeries, a set of online financial planning tools for advisers to offer their clients and prospects from their own Web sites.

Index provider FTSE Group and the EDHEC-Risk Institute have launched a new set of “risk efficient” indexes.

Kravitz, provider of cash balance plan design and administration, is launching a series of free Cash Balance Administration workshops and Webinars for plan sponsors.

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.