Products & Services

The National Financial Broker&Advisor Center portal provides access to more than 100 business and trading resources for brokers and advisers via the Streetscape Workstation.

ftwilliam.com, a provider of plan documents and government forms software, has released their defined contribution EGTRRA prototype plan documents.

AssetMark Investment Services, Inc., and Genworth Life and Annuity Insurance Company introduced LifeHarbor, a group guaranteed income annuity product.

Invesco PowerShares Capital Management LLC unveiled three exchange-traded fund (ETF) portfolios that are ETFs of ETFs.

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, said two SPDR exchange-traded funds (ETFs) will begin trading on the American Stock Exchange Tuesday.

ALPS Holdings, Inc., and Cohen&Steers launched a global real estate exchange-traded fund (ETF).

Morgan Stanley will issue two exchange-traded notes (ETNs), which aim to provide leveraged directional exposure to the euro/U.S. dollar exchange rate.

Wealthcare Capital Management offers a “fee compliance kit” to help employers ensure that their 401(k) fee structure would meet Employee Retirement Income Security Act (ERISA) standards.

Schwab Funds added its first actively managed international fund, called the Schwab International Core Equity Fund.

F-Squared Investments, LLC, will introduce a separately managed account (SMA) dubbed the Individually Managed Account (IMA).

Nationwide Financial Services, Inc., has sponsored PartnerUp, an online community designed to connect and provide resources to small business owners.

Morgan Stanley Investment Management (MSIM) launched the Morgan Stanley Commodities Alpha Fund, an actively managed mutual fund.

LPL Financial Corporation plans to introduce an integrated adviser platform, supporting ndependent registered investment advisers (RIA) and hybrid (dually registered) advisers.

Synapses Inc. launched the Total Benefit Statement service to provide advisers with a comprehensive report of employment benefits.

Charles Schwab has launched two Laudus funds with Mondrian Investment Partners Limited that are designed for institutional investors.

GlobalBridge Inc., provider of separately managed account solutions for trust banks and wealth advisers, and investment firm Smith Group Asset Management announced the availability of the Smith Group’s...

A trade group representing public-sector defined contribution plans has released a Q&A document with information about the latest government regulations for 403(b) programs.

Pacific Life Insurance Company and Pacific Life&Annuity Company now offer a sales kit featuring life insurance materials for financial professionals.

Fidelity Investments has introduced 403(b) Quick, a Web-based plan document tool designed to help tax-exempt employers generate recordkeeping agreements and plan documents to help them comply with new...

Causeway Capital Management LLC announced the launch of the Causeway Global Value Fund (Institutional Class: CGVIX).