Products & Services

State Street Global Advisors (SSgA) has launched a program that focuses on the needs of financial advisers, registered investment advisers, and wealth managers in practice management and portfolio...

Fidelity Investments introduced new mutual funds and variable annuities aimed at making it easier for retirees to convert their savings into monthly income payments.

Rydex Investments today launched ETF Essentials, a program to educate advisers and investors about exchange-traded funds (ETFs).

The former CEO of JPMorgan Retirement Plan Services has teamed up with two other partners to form a company that provides benchmarking services for defined contribution plan sponsors...

Wells Fargo&Co. has launched an interactive, online calculator that estimates the number of years a person's retirement funds will last once they stop working.

John Hancock Funds is now offering a proposal building tool to financial advisers who are registered users of its Web site.

MassMutual's Retirement Services Division has officially introduced its new Fiduciary Warranty to qualifying plans that include investment options available through MassMutual's Smart Architecture Investment Program.

Amerivest Investment Management, LLC, a subsidiary of TD AMERITRADE Holding Corporation, has announced a partnership with XShares Advisors LLC to launch TDAX Funds, Inc. – an exchange-traded funds...

AIG VALIC is launching a no-load mutual fund retirement savings program for the K-12 403(b) market, which includes index, lifecycle, and actively managed funds.

Institutional investment manager Dimensional Fund Advisors will launch two retirement share classes for defined contribution plans.

Bank of America announced the launch of a Unified Managed Account (UMA) Program designed for its wealthy and ultra-wealthy clients.

In order to help financial advisers capture more business in the small-plan retirement plan market, Transamerica Retirement Services has expanded its sales support staff with a newly created...

Westcore Funds has announced it is now offering an Institutional Share Class for seven of its no-load mutual funds.

Transamerica Financial Advisors, Inc. is using FOLIOfn Institutional to launch Transamerica I-Series, a separately managed account program that uses exchange-traded funds (ETFs).

XShares Advisors LLC’s newest family of funds, Adelante Shares Real Estate Exchange-Traded Funds (ETFs), began trading Friday on the New York Stock Exchange.

The Vanguard Group registered with the U.S. Securities and Exchange Commission (SEC) for a new series of mutual funds designed to provide monthly payments to investors in retirement.

Mutual of Omaha will offer a target date funds option and an individual managed account option through a partnership with Morningstar Associates to retirement plan participants.

Houston-based Hand Benefits&Trust has unveiled what it said is a new breed of collective investment funds (CIFs) that offers multiple share classes to pay advisers and third-party advisers...

FTSE has licensed PowerShares to create four new international exchange-traded funds (ETFs).

Summit Investment Partners, Inc. (Summit), advisor of Summit Mutual Funds, is managing new lifestyle exchange-traded funds (ETFs) for its UNIFI Retirement Advantage Series platform.