FTSE Group and Record plc, a specialist currency investment manager, have hashed out an agreement to create a new range of currency Forward Rate Bias (FRB) indexes.
InvestorForce, a Wayne, Pennsylvania, software provider, announced an update of its InvestorForce Insight service it said will allow consultants to provide institutional clients with daily access to critical...
Bull Path Capital Management today announced the conversion of one of its long-short hedge funds into a long-short equity mutual fund, the Bull Path Long Short Fund (BPFCX).
Russell Investments has launched the Russell Frontier Markets Equity Fund, a multi-manager institutional fund with a specific frontier markets investment mandate.
SAM Sustainable Asset Management (SAM), a Zurich-based investment firm, has launched a new mutual fund for U.S. investors, the SAM Sustainable Global Active Fund.
UAT, a Denver-based technology and consulting company, has unveiled Unified Compliance and Control System (UCCS), a pre-trade compliance and real-time risk management system it says will bolster the...
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.
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.
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.