Products & Services

Advisor Software, Inc., a provider of wealth management solutions for the advice market, has announced Schwab Institutional will offer ASI Portfolio Rebalancing Solution to all advisers using the...

Fidelity Investments and SunGard have announced the addition of new services to their integrated trading and custody platform for trust institutions and third party administrators (TPAs).

SunTrust Banks, Inc. will offer its Wealth&Investment Management clients a multi-style, multi-adviser, single-account service to provide them with enhanced diversification through a wider range of traditional and alternative...

John Hancock Retirement Plan Services has announced new initiatives designed to help 401(k) participants with retirement saving and planning that include useful features for financial advisers.

Laserfiche, an electronic document management system firm, has launched a new desktop software application for independent investment advisers and small advisory firms which can capture and manage millions...

SPARX Asia Funds has launched three new funds; the SPARX Asia-Pacific Opportunities Fund, the SPARX Asia-Pacific Equity Income Fund, and the SPARX Japan Smaller Companies Fund.

Vanguard announced it is extending its enhanced services previously available to investors with $250,000 or more invested at Vanguard to Vanguard shareholders who invest at least $100,000 in...

Aiming to help advisers grow their retirement income businesses, Fidelity Investments today introduced the Fidelity Retirement Income Evaluator, a Web-based planning tool that allows advisers to quickly and...

Newkirk, a provider of communication solutions for retirement plan providers, has finalized an education package to help providers educate their clients on the new final 403(b) regulations.

The state of Missouri will begin offering an actively managed “terror-free” investment option for its 529 plan that ensures participants’ and investors’ portfolios exclude companies with ties to...

The American Stock Exchange (Amex) has launched trading in two new exchange-traded funds (ETFs) issued by First Trust Advisors L.P. - the First Trust FTSE EPRA/NAREIT Global Real...

MassMutual's Retirement Services Division will introduce a Fiduciary Warranty, available in the fourth quarter of 2007, to qualifying plans that include investment options available through MassMutual's Smart Architecture...

An Overland Park, Kansas company is offering an online advice product for retirement plans.

Marketocracy Data Services, LLC has announced it will offer an mFOLIO based on Randolph McDuff's RMG1 Value Oriented Growth model fund for registered investment advisors (RIAs).

The Vanguard Group has announced a proposal with Charles Schwab Investment Management to reorganize the Laudus Rosenberg U.S. Large/Mid Capitalization Long/Short Equity Fund into a new Vanguard offering.

MG Advisory Services, LLC, a subsidiary of Matrix Settlement&Clearance Services, LLC, has announced the release of its new Plan Demographic Report for advisers and third-party administrators (TPAs) that...

Dow Jones Indexes has announced the launch of The Dow Jones - AIG Commodity SwapEX, an exchange-traded fund (ETF) for which the Dow Jones - AIG Commodity Index...

Pacific Life Insurance Company and Pacific Life&Annuity Company have introduced the "Road to Retirement" guide and the Retirement Income Needs fact finder to help financial professionals address the...

Metrics Partners, an electronic marketing firm for the retirement industry, has introduced a new web-based search tool connecting plan producers with third party administrators (TPAs).

MetLife Investors Distribution Company, the distributor of products offered by the independent distribution arm of MetLife, has launched a marketing campaign designed to help advisers address their clients'...