Products & Services

Charles Schwab has enhanced its managed account platform to assist independent investment advisers who choose to outsource functions such as money manager research and portfolio construction.

SEI has launched the SEI Advisor Resource Center (ARC), a Web-based marketing system for the SEI Advisor Network's more than 6,500 independent adviser clients.

Schwab Institutional and Morningstar Investment Services have established a relationship whereby Morningstar’s portfolio management services will be available on Schwab Institutional's enhanced managed account services platform.

The U.S. Individual Insurance Division of Sun Life Financial Inc. has announced several enhancements to its Executive Bonus Marketing Program.

Direxion Funds has launched the Direxion /Wilshire Dynamic Portfolios, institutional style model portfolios for financial advisers.

Principal Funds has added five new portfolios to its Principal LifeTime funds series.

Russell Investments has added six funds to its LifePoints Funds, Target Date Series.

Morningstar Investment Services on Monday introduced a managed account offering made up of five actively managed portfolios using exchange-traded funds (ETFs).

Boston-based Direxion Funds, a provider of leveraged index mutual funds, has launched the India Bull 2x Fund.

DWS Scudder has launched a proprietary analytical tool to assist plan sponsors and financial advisers in evaluating a defined contribution plan’s competitiveness and help address fiduciary responsibilities.

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, announced that the SPDR DB International Government Inflation-Protected Bond ETF (Ticker: WIP) began trading on...

Thrivent Financial for Lutherans is launching a customized service to help retirees actively manage their invested assets and spending in retirement.

Thrivent Financial for Lutherans is launching a customized service to help retirees actively manage their invested assets and spending in retirement.

JennisonDryden Mutual Funds has recently launched the Dryden US Equity Active Extension Fund (Ticker: DUEAX), managed by Quantitative Management Associates (QMA).

401kDIRECT, founder of the CIF Marketplace, and EPIC Advisors, Inc. have introduced an expanded service offering combining back office administration with the ability to access multiple collective investment...

Nationwide Financial has launched a new Web site to provide investment professionals with tools and resources they can use to help build their retirement plan business.

A new firm that focuses on the entrepreneurial company’s need for impartial advice on retirement planning has entered the market.

Monumental Life Insurance Company has introduced the Architect Rider, an optional guaranteed lifetime withdrawal benefit (GLWB), available on the no up-front sales load Advisor’s Edge Variable Annuity.

Pax World Management Corp., investment adviser to Pax World Funds (Pax), and KLD Research&Analytics, Inc. (KLD), have entered into a licensing agreement wherein Pax will manage investment products...

Effective immediately, Charles Schwab is rebating the program fee on their professionally managed mutual fund portfolios.