Products & Services

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.

They say that practice makes perfect--and for non-profit employers that sponsor 403(b) retirement plans, Principal Financial Group is offering to give them a chance to "practice."

ETF Portfolio Management (ETF PM) launched a new investment platform.

Retirement Plan Advisory Group (RPAG), an affiliate of 401(k) Advisors, announced the launch of its latest offering for adviser members.

Prudential Retirement has a new target for its IncomeFlex solution: target-date funds.

Advisers who sell Securian retirement plans will find new client support tools at SecurianRetirementCenter.com.

USA Tax&Insurance Services (USA Tax) rolled out a system to help advisers sell managed portfolios and acquire assets under management, the company said.

AARP Services, Inc., has launched a new initiative designed to assist small business owners with group health insurance, retirement planning, and payroll services.

Claymore Investments, a Canadian exchange-traded fund (ETF) provider, has launched two foreign-equity-based ETFs.

401kDIRECT launched a new program that gives advisers, third-party administrators (TPAs), and plan sponsors access to exchange-traded funds (ETFs).

Transamerica Insurance&Investment Group (TIIG) launched a resource for financial planners and life insurance professionals to help clients who have children or relatives with special needs.

ETF Advisor k, a Memphis, Tennessee-based open architecture retirement plan provider, has introduced a retirement plan based on exchange-traded funds (ETF) for fee-based advisers and trust departments that...

Windham Capital Management, an investment technology provider, released a software tool for financial advisers, the Windham Planner Express.

The Principal will offer a 0% rate increase on several employee benefits for customers with 50 or fewer employees.

Curian Capital said it expanded its Custom Style Portfolios with the addition of the Curian Tactical Advantage Strategy.

Vanguard FTSE All-World ex-US Small-Cap ETF (ticker: VSS), which seeks to track the performance of the FTSE Global Small Cap ex US Index, began trading on the NYSE...

Lord Abbett&Co. announced that effective March 1, 2009, the net expense ratio on the Lord Abbett High Yield Fund A (LHYAX) Class A shares was reduced to 0.98%.

CUNA Mutual Group has introduced a training program to financial advisers who sell the company’s 401(k) and other retirement plans.

Fidelity Investments said it now offers a tool for registered investment advisers (RIAs) to see how their technology stacks up against top-performing firms.