Products & Services

Standard&Poor's Equity Research Services released MarketScope 3.0 (MSA), a platform that provides financial advisers with investment intelligence and tools about multiple asset classes.

TDAM USA Inc. announced the launch of a new mutual fund for institutional investors.

Mercer said it launched on online educational program to help individuals stay on track with their long-term financial objectives while also acknowledging their concerns in the volatile economic...

JennisonDryden reopened the Jennison Health Sciences Fund (Class A: PHLAX) to all investors, effective immediately.

The MetLife Broker-Dealer Group launched enhancements to its Wealth Management Services (WMS) platform, including a flexible unified managed account (UMA).

UBS has joined with Foundation Source, a provider of support services for private foundations, to provide customized private foundation services for UBS clients.

In a new study, Pershing said advisory firms must harness human capital management to enhance operational efficiency and achieve long-term success.

The Student Loan Corporation (SLC), a subsidiary of Citibank, N.A., launched two interactive tools that provide advice and guidance for consumers about the basics of obtaining and paying...

kasina has teamed up with Horsesmouth to launch Advisor Vision, a new service that provides firms with access to financial intermediaries' behaviors, preferences, and opinions.

Internet service 401kAdvisory provides investment recommendations to investors seeking 401(k) advice tailored to their particular situation and risk tolerance.

State Street Corporation released its new State Street Investment Analytics Dashboard.

Charles Schwab Investment Management, the asset management arm of the Charles Schwab Corporation, announced changes to its target-date mutual funds to enhance the portfolios and reduce expenses.

SunTrust has released a 401(k) program aimed at business with 100 or fewer employees.

Russell Investments has expanded the availability of real-time index data on russell.com to include, for the first time, eight global benchmarks.

A sales kit for insurance professionals, recently released by Pacific Life, explains how life insurance can help build assets for clients' retirement plans while providing protection to families...

Buck Consultants, an ACS company, introduced a green awareness consulting service to help employers change their employees' behaviors in the office and at home.

State Street Global Advisors (SSgA) introduced what it said is the first convertible bond exchange-traded fund (ETF) available to U.S. investors.

Principal Funds has lowered the up-front sales charges on Class A shares of its fixed-income funds.

Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, launched a new program to help broker/dealers better serve investment professionals and registered investment advisers (RIAs).

DWS Investments launched new and enhanced educational tools about structured products, designed to meet the educational needs of both financial advisers and individual investors.