Products & Services

Thrivent Financial for Lutherans’ Landmark Group is now offering a new separate account manager, available through Thrivent’s Managed Account Program, to help investors better manage capital gains taxes.

The Phoenix Companies, Inc. introduced a low-cost, no-load annuity sold through Phoenix’s distribution partners, including wirehouses, regional broker/dealers, and financial institutions.

A Newton, Massachusetts-based advisory firm has announced the launch of a personalized investment advisory service for lower- and middle-income Americans.

TIAA-CREF Asset Management has announced the launch of TIAA-CREF U.S. Real Estate Fund I, L.P.

The Principal Financial Group is rolling out a new tool that walks nonprofit employers and their financial professionals through the decisionmaking process.

Fidelity Investments has launched its first mutual fund that will engage in ‘short’ sales as well as ‘long’ investments.

John Hancock Retirement Plan Services has launched its Guaranteed Income for Life (GIFL), an optional 401(k) rider featuring a principal guarantee.

McKay Hochman Co., has announced the availability of updated 403(b) plan documents.

Invesco PowerShares Capital Management LLC has announced the listing of two new exchange-traded funds.

Eight UBS E-TRACS Exchange Traded Notes (ETNs) have begun trading on NYSE Arca.

Renowned bond manager PIMCO has launched a target-date solution that the firm says “…differ from many older and less diversified types of target date funds.”

Consulting Group, the managed money unit of Smith Barney, has announced the launch of a new unified managed account program, Select UMA.

Vanguard has filed a registration statement with the Securities and Exchange Commission for the firm’s first passively managed global index fund.

AXA Equitable Life Insurance Company has launched a new variable annuity designed specifically as a rollover option for employees taking distributions from employer-sponsored retirement plans at Fortune 1000...

Threadneedle, a global asset manager based in London, has come to America.

Pershing Limited, an affiliate of Pershing LLC and a subsidiary of The Bank of New York Mellon Corporation, announced the addition of four new mutual fund providers to...

Barclays Global Investors (BGI) announced the launch of five new iShares international exchange-traded funds (ETFs).

Seligman is discounting retirement plan takeover fees for Seligman Growth 401(k) plans, the company announced.

Two new exchange-traded funds (ETFs) from ProShares offer investors short or magnified exposure to telecom stocks.

Massachusetts Mutual Life Insurance Co. (MassMutual) has unveiled a new Web site that introduces career changers, industry veterans, and college graduates to a career with MassMutual via testimony...