Products & Services

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.

Great-West Retirement Services today introduced the Maxim Lifetime Asset Allocation Series.

ProFunds Group announced the launch of four ProShares ETFs (exchange-traded funds).

The MetLife Broker-Dealer Group has launched an electronic business processing system for its broker/dealer operations known as eApp (electronic application) and eApp with electronic signature option.

Baring Asset Management announced the launch of an international small-cap product for institutional investors in the U.S.

Financial Engines launched Financial Engines Retirement Plan, a personalized statement giving individualized advice to participants about investments, savings, and retirement income.

Prudential Retirement released a white paper that said target-date funds should be changed to include guaranteed income features.

VALIC, a 403(b) plan provider, said it intends to participate in the IRS 403(b) prototype program.

MetLife launched a Web site with tools and informational resources aimed at helping employers and benefits brokers most effectively communicate with employees during benefits enrollment season.

A book from MetLife aims to provide strategies to help brokers and employers control costs and maximize their benefits dollars as they strive to meet the needs of...

Invesco Aim announced the launch of AIM Balanced-Risk Allocation Fund (ABRZX), which uses a proprietary risk management process with the potential to generate consistent returns in any economic...

Pershing said it has added Neuberger Berman, The Hartford Mutual Funds, and T. Rowe Price to FundVest, Pershing's mutual fund platform.

Pershing said it expanded its suite of managed account solutions to provide advisers with access to a diverse list of money managers and a broad spectrum of managed...