Products & Services

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.

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...