Products & Services

Transamerica Retirement Services unveiled an audio tool to help financial advisers build and maintain profitable business in the growing small-plan retirement market.

In response to the potential for an increase in the number of abandoned or orphaned plans resulting from the down economy, PenChecks has developed the PenChecks Automated Solution...

The Vanguard Group has added a new interactive target-date glide path tool to its Web site to help participants better understand how the asset allocations of the its...

ThriveOn, Inc. has unveiled its Benefits and Open Enrollment Learning Center, designed to help employers educate employees about workplace benefits and financial topics.

MSCI Barra has launched a range of long/short factor indexes based on MSCI indexes and Barra risk models.

Advisor Software, Inc., a provider of wealth management solutions for the adviser market, announced a new release for ASI Wealth Manager, a platform for personalized goal-based investment management.

Commonwealth Financial Network announced the addition of three portfolios with alternative asset classes to its lineup of in-house managed portfolios.

FTSE Group, a global index provider, has launched capital investment tools to help investors identify and gain exposure to the environmental technology sector.

State Street Global Advisors (SSgA) launched a financial literacy campaign designed to help financial advisers become a resource and educator for parents seeking to raise financially responsible children.

The new Income Annuity Training Guide from the Principal Financial Group helps financial professionals understand how to offer income annuities as part of a retirement income strategy, the...

Great-West Retirement Services announced today that it has notified the Internal Revenue Service (IRS) of its intent to sponsor a 403(b) prototype plan under the IRS's proposed 403(b)...

Genworth Financial created the Let's Talk campaign, designed to give families the right resources to have productive conversations and successfully plan for long-term care needs.

CPI Qualified Plan Consultants, Inc., a Great Bend, Kansas-based third-party recordkeeping and administration company, unveiled a program to invest employees' salary deferral contributions the day they are withheld...

Diversified Investment Advisors, Inc. has introduced a new version of its OnTrack report.

Grail Advisors has announced the registration of four new actively-managed exchange-traded funds (ETFs).

Natixis Global Associates (NGA), the distribution arm of Natixis Global Asset Management, said it will close the Vaughan Nelson Small Cap Value Fund (ticker: NEFJX) to new investors...

47 Degrees North Capital Management announced the launch of the 47 Degrees North Innovation Fund.

Fidelity Investment's registered investment adviser (RIA) and broker/dealer clients, and other institutional clients, will be able to invest in initial public offerings (IPOs) underwritten by Kohlberg Kravis Roberts&Co....

Pershing introduced NetX360, an open-architecture technology platform that provides Pershing's customers with a single, integrated platform to manage brokerage and advisory businesses.

Kelley Drye&Warren LLP, an international law firm, and Rocaton Investment Advisors LLC, an independent investment advisory firm, have announced a new offering for 401(k) plan fiduciaries.