Products & Services

In a move the firm said will “better position investors to realize their retirement savings goals,” the JPMorgan SmartRetirement Fund expense caps have been lowered.

TD AMERITRADE Institutional launched a transition tool for breakaway brokers.

MFS Investment Management has introduced Advanced (k), a program designed to help retirement platform wholesalers and retirement advisers expand their retirement plan practice.

State Street Global Advisors (SSgA) announced SPDR Wells Fargo Preferred Stock ETF (symbol: PSK) began trading on the NYSE Arca today with an annual 0.45% expense ratio.

Schwab Advisor Services unveiled enhancements, including a waiver of fees for its merger and acquisition listing service, an online version of its Scorecard tool, and a new client...

Standard & Poor's Index Services has launched what it says is "the first ever public index series designed to measure the average cost of borrowing U.S. equities."

Consulting firm RIA In A Box said it will begin providing review services to help registered investment advisers (RIAs) ensure advertising materials are in compliance.

Akre Focus Fund is now available on four major brokerage platforms: Charles Schwab, TDAmeritrade, Fidelity, and Pershing.

John Hancock Retirement Plan Services has announced a distribution partnership with the financial services firm Edward Jones.

The Guardian Life Insurance Company of America said it was selected to provide retirement products through LPL Financial Corporation’s Retirement Plus Program.

Standard & Poor’s Equity Research Services has upgraded its open-end mutual fund research product for financial advisers with bottom-up research about a fund’s holdings.

Hansberger Global Investors, Inc. (HGI), has announced the launch of the Hansberger Multiple Investment Trust, a collective investment trust (CIT).

New York Life Retirement Plan Services has unveiled a redesigned participant Web page.

Forward Management, LLC, has launched the Forward Tactical Growth Fund (FFTGX).

PAi debuted EZ-Illustrator, a tool designed to help financial advisers determine whether their clients are a good match for a comparability profit-sharing plan.

PlanTools, LLC, announced the release of its Expense Analysis and Benchmarking Tool that will offer more than 10 reports.

Putnam Investments has launched a Web site to support its nine Putnam Global Sector Funds targeting stocks in sectors across the MSCI World Index.

ExpertPlan and Charles Schwab Trust Company (CSTC) have teamed up to create a new trading platform under which Schwab will perform custody, trust, and clearing services for plans...

Diversified Investment Advisors, Inc., has enhanced its nonqualified deferred compensation (NQDC) plan solution, Retirement Advantage, to assist plan sponsors and their advisers in meeting 409A requirements.

An insurance marketing Web site has unveiled an iPhone application where users can calculate their necessary retirement savings and receive quotes on insurance coverage.