Products & Services

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.

For financial advisers wanting to educate clients about and sell retirement income solutions, the Retirement Income Solutions Enterprise (RISE) offers an engagement system.

Dow Jones Indexes has introduced the Dow Jones Total Stock Market Indexes, which will serve as its primary global benchmark family.

PIMCO launched the PIMCO Long-Term Credit Fund, an actively managed portfolio that aims to take advantage of opportunities in long-dated investment grade corporate bonds.

eVestment Alliance, LLC partnered with Style Research to offer a global portfolio holdings-based style and risk analysis services.

The Hartford Financial Services Group has unveiled an enhanced 401(k) aimed at the small- and medium-sized market segments and plans with up to $10 million in assets.

Envestnet, a provider of solutions to financial advisers, and Nationwide have partnered to offer two annuity products.

Northern Trust has launched a tool designed to make it easier for institutional clients to manage the workflow and reporting needs related to oversight of investment managers.

Putnam Investments unveiled a new defined contribution platform for advisers and their plan sponsor clients.

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.