Products & Services

A group of technology providers to the independent financial advisory industry banded together to launch the Independent Advisor Technology Forum (IATF).

The SPARK Institute has released “Best Practices for 403(b) Plans Information Sharing -- Minimum and Comprehensive Data Elements Version 1.03.”

Ohio-based Oswald Financial, Inc., a consultant in the design, implementation, and management of retirement plans, has launched a retirement plan hotline for employers and retirement plan fiduciaries.

The Principal Financial Group introduced a planning analysis designed to assess widening business and personal financial gaps for business owners.

WisdomTree, an ETF sponsor and index developer, announced the Thursday launch of the WisdomTree LargeCap Growth Fund (ROI) on the NYSE Arca.

ProFunds Group is launching what it calls the first exchange-traded funds (ETFs) in the U.S. to provide short or leveraged exposure to gold or silver.

Rocaton Investment Advisors launched a tool providing plan sponsors with a new way to judge the level of fees and expenses they are paying for their defined contribution...

Plan designs should evolve beyond their focus on helping employees accumulate an adequate amount of retirement savings to a focus on encouraging participants to secure lifetime income during...

Prudential Fixed Income Management has made its nine fixed income collective trust funds available to defined contribution plans.

Transamerica Retirement Services announced a series of enhancements to Transamerica Partner iSeries, a Web-based, virtually paperless plan administration tool for third-party administrators (TPAs).

Focus Financial Partners LLP formed a consulting service for “elite broker teams” establishing fee-based registered investment advisory (RIA) firms, the company said.

ProFunds Group announced the launch of a dozen new exchange-traded funds (ETFs).

MSCI Barra is expanding the MSCI Global Islamic Indexes family by extending the Emerging Markets coverage to include the Small Cap segment, and by adding coverage of 16...

Northern Trust has launched a customized reporting solution exclusively for investment consultants.

The employees of the Retirement Services division at American United Life Insurance Company (AUL), a OneAmerica company, have teamed up with Goldleaf Partners to launch an exclusive program...

MetLife announced that State Street Global Advisors (SSgA) will subadvise two tactical asset allocation portfolios investing primarily in exchange-traded funds (ETFs).

Impact Technologies Group, Inc. (Impact), a provider of financial software and services, launched PlanLab News, an online news site.

Morningstar has introduced several enhancements to its investment Web site, including expanded benchmarks, customization capabilities, and new data.

CPI Common Remitter Services, a division of CPI Qualified Plan Consultants, Inc., released CRS PDQ, a 403(b) common remitter and compliance oversight program.

T. Rowe Price launched the Global Large-Cap and Global Real Estate strategies with offerings tailored for institutional and retail investors as well as shares available through advisers.