Products & Services

Advisor Products, Inc., which makes Web sites, client newsletters, and brochures for financial advisers, is offering free series of Webinars about the financial crisis for advisers.

Millennium Trust Company, LLC, announced its appointment as successor custodian for Neuberger Berman 403(b) custodial accounts.

Benefit Consultants Group (BCG) announced it is teaming up with Mid Atlantic Trust Company (MATC) to launch a bundled 401(k) platform offering exchange-traded funds (ETFs).

Social Security Commissioner Michael Astrue and Patty Duke yesterday unveiled Social Security's new online retirement application and launched the agency's Retire Online campaign.

T. Rowe Price has expanded its fixed-income investment offerings by launching the Strategic Income Fund, the company announced.

Albridge Solutions, a PNC Global Investment Servicing company, and Enterprise Financial Services Corp are teaming up to provide financial advisers consolidated statements and wealth reporting capabilities, the companies...

Highland Capital Management, L.P., has announced portfolio management changes to two funds, effective January 1.

Investment management firm Calvert has announced the launch of the Calvert Government Fund.

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.

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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.