Products & Services

Allianz Global Investors Fund Management LLC, investment manager to PIMCO High Income Fund, has announced changes to the fund's investment policies.

Brandes Investment Partners, L.P. has announced the availability of two mutual funds.

In early 2009, Woodbury Financial Services will introduce upgrades to its automated work distributor (AWD) platform.

Ever wonder how your DC plan clients' plan measures up against comparable plans?

Charles Schwab will start off the first quarter of 2009 with three new reports to provide practice management guidance to advisers.

Recordkeeper Ascensus has expanded its services to fee-based advisers by adding Charles Schwab to its retirement platform.

The Merrill Lynch Retirement Group has introduced a new communication program, Achieve Life, for workers in employer-sponsored retirement plans.

John Hancock Long-Term Care (LTC) Insurance spruced up its producer website to make it more usable for advisers.

Klein Decisions, LLC, released K4 Portfolio Selection, the latest in Klein’s suite of online investment decision tools.

Calvert added three strategies to its 57-fund product line.

Curian Capital, LLC, said it has expanded its Custom Style Portfolios to include two income-focused strategiesâ€″one based on equities and the other on fixed-incomeâ€″aimed at retirees.

Fidelity Investments introduced single sign-on and referral program features to its HybridOne offering for dually registered advisers.

Bukaty Companies Retirement Plan Services, a division of Bukaty Companies, has launched a toll-free retirement plan “helpline” for retirement plan sponsors unclear of their fiduciary responsibilities in light...

The Vanguard Group announced its intention to offer its first international small-cap index fund.

The broker/dealers of ING Advisors Network have begun rolling out imaging to enable their registered representatives' offices to become virtually paperless environments.

Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, launched Advisor in Transition, a practice management program.

OppenheimerFunds, Inc. (OFI) Retirement Solutions Division announced the launch of Lifetime Income Distributor.

The Newport Group is now making its participant account statements and participant Web site available in Spanish.

Symetra Life Insurance Company announced the availability of its Stability Suite.

Fidelity Investments today announced the launch of Fidelity WealthCentral, a Web-based wealth management platform for registered investment advisers (RIAs).