Products & Services

David K. Young Consulting, LLC, developed a 403(b) Action Plan Checklist to help school districts, universities, and other non-profits identify issues that they need to consider as they...

Efficient Market Advisors, LLC (EMA), an exchange-traded fund (ETF) separate account manager, announced the launch of what it says is the first 403(b) program offering professionally managed portfolios...

Brinker Capital, Inc., launched a Web site designed to serve as a workstation for its financial advisers.

The Financial Regulatory Authority (FINRA) wants to provide an earful of advice to help investors avoid potential pitfalls.

CDM Retirement Consultants, Inc., provider of open architecture retirement solutions, announced its new 403(b) product capabilities.

MassMutual's Retirement Services Division unveiled a new registered product for 401(k), 401(a), and 403(b) plans with assets of $1 million or more using a third-party administrator (TPA).

Wachovia Retirement Services is offering a free retirement consultation by phone to employees of the 6,400 companies for which Wachovia is 401(k) plan administrator.

JPMorgan Asset Management unveiled an evaluation process to help advisers and clients identify the most appropriate target-date funds.

Smith Barney launched the Plan Performance Report Card, a new tool that illustrates a plan's relative success and improvement.

Independent broker/dealer network National Planning Holdings, Inc. (NPH), today announced the launch of an advisory platform for its affiliated advisers.

The John Hancock Funds II Emerging Markets Value Fund was added to four of the John Hancock Freedom 529 college savings plan enrollment-based portfolios and one of its...

LPL Financial Corporation is expanding its product and service offering with introduction of an integrated adviser solution platform, supporting independent registered investment advisers (RIA) and hybrid (dually registered)...

Millikin Mandt Associates, Inc. is offering what it calls “a very competitive” 403(b) plan solution focusing on the small plan (fewer than 200 employee) marketplace.

Standard&Poor's has licensed MacroMarkets LLC to launch exchange-listed products based on the S&P /Case-Shiller Home Price Indices.

The SPARK Institute released a question and answer Web page to address questions it received following the release of its “Best Practices for 403(b) Plans Information Sharingâ€″ Minimum...

New York-based asset manager Van Eck Global has launched the Market Vectors-RVE Hard Assets Producers exchange-traded fund (HAP).

Genworth Financial, Inc., expanded its service offerings in its wealth management business through Quantuvis Consulting, a practice management provider.

R Factor, announced today by Robinson&Associates, Inc., uses a methodology to predict and capture future revenue.

Janus Capital Group Inc. introduced a new fund of funds product, the Janus Adviser Modular Portfolio Construction Fund.

Henderson Global Investors launched the Henderson Industries of the Future Fund last week.