Products & Services

FolioDynamix enhanced its unbundled turnkey asset management program with the addition of its Principled Portfolio Solutions (PPS) discretionary investment management program.

Mercer announced Wednesday it is expanding sales of its defined contribution administration services to add distribution through the adviser channel.

Morningstar, Inc., has launched Fund Flows, a tool for monitoring current fund asset flow and market share data, in Morningstar Direct, the company's research platform for institutions.

Fidelity Investments has announced plans to reopen two existing funds, and to open a third.

DST Retirement Solutions was selected as the recordkeeping service provider for AARP Financial, Inc.'s newly launched small business 401(k) program.

FundQuest has launched a new system allowing advisers to automatically create fact sheets for clients.

Hennessy Advisors, Inc., acquired the assets related to the management of the Tamarack Large Cap Growth Fund and the Tamarack Value Fund, the company said.

The number of The Hartford Target Retirement Funds available in The Hartford Mutual Funds Family has expanded from three to nine.

Morgan Stanley Global Wealth Management Group said its Corporate Retirement Solutions Group broadened its retirement plan platform by teaming up with Ascensus.

FTSE Group launched the FTSE EPRA/NAREIT Global Indices.

ADP Employer Services today introduced ADP ACCESS, a retirement program that combines a financial adviser with ADP's 401(k) plan recordkeeping services.

Great-West Retirement Services launched an interactive Web site geared specifically toward participants nearing or in retirement.

Newkirk unveiled enrollment communication called AutoBook, which is designed for qualified automatic contribution arrangement (QACA) and eligible automatic contribution arrangement (EACA) plans.

Shares of Vanguard's new international small-cap index fund , Vanguard FTSE All-World ex-US Small-Cap Index Fund, are now available for purchase.

In response to adviser demand, iSectors said it added 16 allocation models to its suite of exchange-traded fund (ETF) models.

Thomson Reuters teamed up with ByAllAccounts Inc. to offer account data to advisers.

Recordkeeper ExpertPlan has unveiled its PlanRecordkeeper+, which the company said allows third-party administrators (TPAs) to maintain daily recordkeeping services while working with ExpertPlan.

Citi announced the launch of OpenWealth, a unified managed household (UMH) servicing platform.

ING has rolled out a Web site aimed at letting retirement savers see if they are "keeping up with the Joneses" when it comes to their financial habits.

Strategic Insight published an in-depth report containing detailed information on standalone living benefits (SALBs) based on proprietary document research and extensive interviews.