Products & Services

The Principal Financial Group has added Spanish-language content to its Web site.

A Raleigh, North Carolina, firm is offering a proprietary online system designed to help participants successfully save for retirement.

Ameriprise Financial, Inc., introduced the Active Diversified Portfolios series, professionally managed portfolios designed to help individuals achieve risk-managed growth.

SunGard’s WealthStation platform has been enhanced with the addition of a financial planning module for financial advisers to use to attract, service, and grow client relationships, the company...

Invesco Aim Advisors, Inc., has approved the reopening of AIM International Small Company Fund.

Security Benefit will pledge compliance with 403(b) regulations by the January 1, 2009, deadline to any school whose contract is received by November 14, 2008, through its 403(b)...

Security Global Investors (SGI) announced the availability of its Small Cap Value (Ticker: SSUAX) and All Cap Value (SESAX) mutual funds.

Franklin Templeton Investments introduced the Templeton Global Total Return Fund, a multi-sector global bond fund designed to capitalize on fixed-income opportunities around the world.

Matrix Financial Solutions, Inc., announced the release of its advisory desktop product, RetireTool(k)it.

Eaton Vance said it expanded its Web site to include education for advisers about the effect of taxes on investment returns.

Morningstar, Inc., introduced a research module offering coverage of U.S. exchange-traded funds (ETFs), including portfolio holdings and Morningstar analyst commentary.

Artio Global Investors Inc. (formerly Julius Baer Americas Inc.), rebranded its suite of U.S.-registered mutual funds, effective Monday.

Lincoln Financial Group combined its two micro-small market group variable annuity offerings into a workplace retirement plan.

The PowerShares NextQ Portfolio has changed its name to the PowerShares NQX Portfolio.

EPIC Advisors, Inc. will now deliver its suite of products and services to the 403(b) retirement plan market.

Alliance Benefit Group, LLC, announced the launch of a version of SmartPlan 401, an interactive video-based education and enrollment system designed to engage employees.

Matrix Communications Technologies announced the rollout of three retirement plan education products.

Nationwide Retirement Plans announced the launch of its Retirement Clear Advantage, a retirement plan product featuring fee disclosure and institutional class mutual funds.

New Frontier, a Boston-based research and investment advisory firm, partnered with FundQuest to offer exchange-traded fund (ETF) managed account portfolios to financial advisers.

401kDIRECT scheduled an October 15 launch for its 401kDIRECT MAX Plan to be available for advisers, administrators, and plan sponsors.