Products & Services

Following Charles Schwab’s lead, Fidelity Investments said it is waiving and reducing some custody and technology fees for independent advisers.

Madison Dean has announced it will manage all U.S. investors' retirement accounts commission-free, starting Wednesday.

PIMCO has launched the PIMCO Real Income Funds, mutual funds designed to provide retirees a steady stream of monthly income hedged against inflation.

Focus Retirement Plan Partners has announced an enhanced suite of retirement plan consulting services available to retirement plan sponsors and financial advisers serving plan sponsor clients.

The Hartford Mutual Funds has reopened The Hartford MidCap Value Fund to new investors, effective September 1.

Bank of China (Suisse) Fund Management (BOCS) is offering the BOCS Fund to Chinese and foreign investors.

Great-West Retirement Services has developed a communications campaign to support 401(k) Day, an event that encourages employers to set aside some time to remind their workforce of the...

Morningstar Associates, LLC, has announced that USI Consulting Group is now offering managed retirement accounts through Morningstar Retirement Manager.

PenChecks is offering a new service to help sponsors carry out mandatory distributions into an IRA.

Millennium Trust Company, a provider of custody and IRA services, announced it has been selected as the custodian for John Hancock's plan termination solution.

Investment advisers who custody with Charles Schwab can now access a Web site boasting more intuitive tools to manage client accounts.

Advisors Trusted Advisor now offers the Roth 2010 Conversion Package, containing marketing tools, education materials, and a Roth conversion tool.

LPL Financial Corporation today launched its Retirement Plus Program as part of its efforts to beef up support for retirement plan-focused independent financial advisers.

Principal Financial Group said its new kit offers financial professionals marketing materials to identify and help clients through life events, such as retirement.

Akre Capital Management, LLC, has launched the Akre Focus Fund.

ThriveOn, Inc., has added Open Enrollment and New Hire Training modules to its online Benefits Learning Center solution.

A new whitepaper from Wealth2k says advisers should not ignore the Web in their retirement income communication strategies.

As Charles Schwab reports seeing an uptick in advisers going independent, the firm released a white paper to help advisers considering the transition.

Fidelity has launched a guidance program "to help investors better understand and consider fixed-income investments as part of their investment goals."

Standard & Poor’s Equity Research Services has added a new bond research portal to its MarketScope Advisor (MSA) platform.