Products & Services

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).

The GMS Group has launched a managed account platform with new offerings from FundQuest.

The Financial Industry Regulatory Authority (FINRA) Monday launched the Fund Analyzer, an online tool to help mutual fund investors with investment choices.

Fidelity Investments has announced the launch of its new Retirement Rewards Card, which gives consumers the ability to save for retirement while making purchases.

JennisonDryden plans to reopen the Jennison Small Company Fund.

Invesco Aim has announced changes to the management strategy of AIM Limited Maturity Treasury Fund that it said will allow for more active management of the portfolio.

The Depository Trust&Clearing Corporation (DTCC) announced today a change in its rules that will give investment managers who oversee managed accounts programs direct access to Fund/SERV and other...

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.