Products

FolioDynamix and Scott & Stringfellow announced today the launch of a new unified managed account (UMA).

Ascensus is offering fiduciary liability insurance through its sister company, Crump Property and Casualty Insurance Services (Crump P&C). 

PlanServe Data Systems released a Smartphone application, Relevant Pension Partner, for retirement plan administrators.

Charles Schwab Bank, a trust and custody service provider to 401(k) and other retirement plans, has added the Schwab Institutional Diversified International Trust Fund to its suite of...

John Hancock found that 88% of advisers have urged clients to get back in the investing game, but most are not heeding the advice.

The Michigan Department of Treasury and TIAA-CREF Tuition Financing, Inc. announced a reduction in fees of the Michigan Education Savings Program (MESP).

SEI Advisor Network today announced a program called No Advisor Fees, No Matter What.

ING DIRECT's ShareBuilder 401k expanded its profit sharing 401(k) plan to allow small-business owners to award different levels of contributions to their employees based on group-specific criteria.

Plan advisers and sponsors can help participants take an in-depth look at their retirement situation with the new tool from Nationwide.

The “Form ADV Part 2 Brochure Template” will help investment advisers with the new required format based on the recent Securities and Exchange (SEC) rule update.

ING added a calculator to its Web site to help demonstrate the potential long-term financial impact of retirement plan contribution rate changes.

The Employee Benefits Group division of Sun Life Financial launched the “YOU” campaign to help employers engage employees during voluntary benefit enrollments.

Retirement Made Simpler (RMS) released an online toolkit to provide employers with step-by-step guidance for implementing 403(b) plan automatic features.

Primax Payment Systems partnered with Northeast Retirement Services and Union Center National Bank of Union, New Jersey to launch an optional service providing solutions for the administration and...

The Retirement Plan Advisory Group (RPAG) updated its adviser-centric Web site, Knowledge Center, with improved navigation and document storage.

The Vanguard Group unveiled an international real estate index fund with ETF Shares based on the S&P Global ex-U.S. Property Index.

Ascensus has partnered with Mesirow Financial’s Investment Strategies Group to deliver investment fiduciary protection to plan sponsors.

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to...

A recent upgrade to AdvisorVision monitors retirement plans and automatically alerts advisers when something in the plan requires their immediate attention.

Van Eck Global launched an exchange-traded fund (ETF) which seeks to give investors exposure to the equities of companies primarily engaged in the producing, refining, and recycling of...