Scottrade Expands Mutual Funds Offering
Scottrade now touts a larger selection of institutional class mutual funds for registered investment advisers (RIA) to choose from.
Products & Services
Majority of 403(b) Providers Use SPARK's Data-Sharing Best Practices
The majority of of 403(b) plan service providers responding to a recent SPARK Institute survey said they are already adhering to, or intend to adhere to, the institute’s...
Old Mutual Lists Emerging Markets ETF
Old Mutual Global Index Trackers (OMGxT) has listed GlobalShares FTSE Emerging Markets Fund (NYSE:GSR) on the NYSE.
N.Y. Life Expands DCIO Stable Value Offerings
New York Life Investments said it is expanding its defined contribution investment only (DCIO) efforts through its lineup of stand-alone stable value products to third parties.
Schwab Offers International Financial Reporting in Stock Plan Solution
Charles Schwab has added integrated IFRS 2 reporting functionality into its Schwab EquiView recordkeeping system for corporate stock plan clients.
NextStep Adds vWise Education Video to Platform
NextStep Defined Contribution, Inc., has agreed to add the SmartPlan Enterprise interactive-video retirement planning system from vWise, Inc., to the NextStep participant education offering.
SSgA Introduces Community Investing Index Strategy
State Street Global Advisors (SSgA) has launched its US Community Investing Index strategy.
Clark Consulting Rolls Out New Deferred Comp Solution for Mid-Market
Clark Consulting, Inc., has rolled out a new deferred compensation offering for mid-market companies.
FundQuest Releases Whitepaper to Help Advisers Navigate ETF Market
FundQuest has released a new white paper titled, “ETFs Are Not All Alike—How to Navigate the Rapidly Evolving ETF Landscape.”
BNY Mellon to Service State-Focused ETFs
Mellon Asset Servicing has been selected by Geary Advisors, LLC to provide custody, fund administration, fund accounting, and transfer agency services for the Oklahoma Exchange-Traded Fund and the...
myStockOptions.com Expands Year-End Planning Guidance
myStockOptions.com has expanded its year-end planning guidance for those who receive stock options, restricted stock, and other types of equity compensation.
The Principal Offers More Long-Term Disability Choice
The Principal Financial Group now offers Voluntary Long-Term Disability Employee Choice for income protection.
ETF Securities Offers Gold- and Silver-Backed Funds
ETF Securities USA LLC's ETFS Physical Swiss Gold Shares (SGOL) began trading on the NYSE ARCA on September 9, and its ETFS Physical Silver Shares (SIVR) began trading...
Jupiter Lends FAF Advisors Sales Help
Minneapolis-based FAF Advisors has formed a strategic sales alliance with Jupiter Distribution Partners of Greenacres, Florida.
ftwilliam.com Offers Spanish Summary Plan Descriptions
Employee benefits software provider ftwilliam.com has released a Spanish language version of the summary plan description (SPD) for its defined contribution plans.
Fidelity Cuts Fees, Makes Investment Changes for 529 Plans
Fidelity Investments has announced enhancements to its seven state-sponsored 529 College Savings Plans.
John Hancock Updates Retirement Plan Adviser Site
John Hancock Retirement Plan Services (RPS) has launched an enhanced Web site for financial representatives to help them support clients and grow their business.
Transamerica Funds Offer New Institutional Share Class
Transamerica Asset Management Group has introduced a new institutional share class to the Transamerica Funds lineup.
EASi Launches Universal Direct Broker Interface
Equity Administration Solutions, Inc. (EASi), a stock plan management software company, has introduced a Universal Direct Broker Interface (DBI) capability.
OppenheimerFunds Unveils Retirement Tools for Advisers, Sponsors
OppenheimerFunds Retirement Services announced business-building tools for advisers, as well as new tools for plan sponsors to communicate about target-date funds and increase participation rates.