Products & Services

J.P. Morgan Funds has launched an online version of its target-date evaluation program, the Target Date Compass.

AXA Equitable Life Insurance Company recently launched a program to attract women consumers and financial professionals.

State Street Corporation said it enhanced its wealth management platform to allow for customizable interfaces for its wealth management customers.

Merrill Lynch Global Wealth Management (MLGWM) has announced the launch of My Retirement Income, a feature within the Merrill Lynch Retirement Income Service that connects retirement income planning...

Third party administrator (TPA) Sentinel Financial Group will be installing vWise SmartPlan Enterprise onto its SunGard Relius platform January 1.

The American Funds Target Date Retirement series is making plans to add a new fund to the series.

The Hartford Financial Services Group, Inc. has introduced The Hartford’s Personal Retirement Manager, a new tax-deferred retirement savings vehicle. 

The Securities and Exchange Commission (SEC) today launched an investor education Web site that provides investors with in-depth information and "top tips" on how to invest wisely, plan...

Hand Benefits & Trust (HB&T), a BPAS Company, has launched a new collective investment fund (CIF) designed to meet the needs of Muslim investors within their qualified retirement...

Newkirk announced the availability of a plan communications solution designed both to lower provider costs and to satisfy more demanding notice and educational requirements.

The Retirement Security Coalition has unveiled a Web site designed to serve as a portal to information on the Web about saving for retirement.

Social(k), a Springfield, Massachusetts-based retirement platform, has added the tobacco-free AHA Investment funds to its fund offerings.

Standard Retirement Services has launched two new retirement savings campaigns designed to promote enrollment, increase contributions, and motivate ongoing asset allocation review.

Standard & Poor’s will revamp its style indexes later this year by, among other things, dropping one of seven factors traditionally used to determine stock level style scores.

ING’s U.S. Retirement Services operation has introduced a new Web tool for customers to help them determine if they are on track to achieve their financial objectives in...

By taking a picture of TIAA-CREF’s advertisements, smartphone users can link up with an investment consultant.

Vanguard is implementing a “cooling off” period for the fund giant’s best performing fund of 2009.

The Financial Planning Coalition launched a Web site to serve as the central point of its efforts to require more fiduciary accountability.

The Financial Planning Association (FPA) said it unveiled a tool to help financial planners guide families to smart college choices.

J.P. Morgan’s Depositary Receipts (DR) Group announced the launch of its Issuance & Cancellation (I&C) Lock, a solution allowing broker/dealer clients to purchase a contract that establishes a...