Products & Services

Fidelity Investments is developing a Web-based wealth management platform that integrates Registered Investment Advisers’ (RIAs) most critical operational systems into one unified workstation.

The financial planning Web site focused on stock compensation, myStockOptions.com, has now added a college funding section.

The American Society of Pension Professionals&Actuaries (ASPPA) has issued standards of practice for recordkeepers so that plan sponsors, investment advisers, and investment managers will have criteria by which...

Software provider DATAIR Employee Benefit Systems, Inc. has released its Pension Reporter software package containing 2007 plan year EFAST-approved paper and electronic 5500 series forms and schedules, as...

TRI-AD has introduced a written Full Fee Disclosure Guarantee as an integral part of its defined contribution plan daily valuation recordkeeping service.

RiverSource Investments, LLC, a subsidiary of Ameriprise Financial, Inc., has introduced RiverSource Advanced Alpha Strategies, a series of three mutual funds designed for more affluent investors.

Nuveen Investments, a provider of investment services to institutional and high net worth investors, will now offer target-date funds in a collective trust structure.

SPA ETFs Inc., an investment adviser and affiliate of investment product provider London&Capital, has listed its initial U.S. equities-focused exchange-traded funds (ETFs) on the American Stock Exchange.

Pioneer Investments now offers two online calculators on its Web site that compare benefits of various types of retirement plans available to individual business owners.

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, is offering three new fixed income SPDRs, including the first ETF to offer investors exposure...

Schwab Institutional on Monday announced a new relationship with national human resources outsourcing company TriNet to provide health care and benefit services for independent investment advisers and their...

AIM Investments has rolled out an educational module for financial advisers to help them navigate clients through various scenarios involving Social Security’s role in retirement planning.

Investment management firm Lord, Abbett&Co. LLC has introduced three new mutual fund share classes and renamed another to better serve the institutional and adviser marketplaces.

The Principal has added a new resource to its fiduciary package that advisers and third party administrators (TPAs) can use with plan sponsor clients to effectively manage fiduciary...

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, announced that the SPDR Lehman International Treasury Bond ETF (Ticker: BWX) began trading on the...

Lincoln Financial Group has released a retirement program for small-to-mid-sized plans that uses a mutual fund and collective fund-based platform, including recordkeeping and administrative solutions.

Chicago-based Mesirow Financial Investment Strategies has unveiled its new target maturity methodology, focusing on both longevity risk and asset allocation.

AIG VALIC, an investment provider focusing on the non-profit and for-profit education, health care, and government markets, has broadened the investment mandate of the VALIC Company I Social...

PowerShares Capital Management LLC, a provider of exchange-traded funds (ETFs), will expand its family of fixed-income ETFs with new listings on October 11, 2007.

WisdomTree Investments, Inc., today launched a new 401(k) plan solution that uses exchange-traded funds (ETFs) as the core investments.