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 combines participant/plan data with fund data, in an open architecture environment.
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 has been licensed to INDEXCHANGE Investment AG to serve as the underlying 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 need for additional retirement income with their clients.
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' need for retirement income.
Pershing LLC, a unit of The Bank of New York Mellon, has launched a new program designed to offer broker-dealer customers and their investment professionals solutions and best practices for attracting and retaining top talent.
John Hancock College Savings has launched a multi-week back-to-school campaign for the busy 529 sales season, providing information and tools to financial consultants.
401(k) Advisors has enhanced its Scorecard System to measure the performance of asset allocation portfolios, known as lifestyle and lifecycle, or target date, funds.
Northern Trust will offer target date collective funds that are globally diversified and incorporate inflationary hedge asset classes such as global real estate and commodities, in addition to a core allocation to stocks and bonds.
Invest n Retire, LLC has come out with a product that analyzes the investment allocation of employeesâ€™ plan contributions to determine whether the investment option is under-weighted or over-weighted according to the employee's asset allocation model.
UBS Global Asset Management has come out with a new generation of UBS TargetRetirement Collective Funds that use an actively managed approach.
Reserve Solutions is now offering what it says is a more flexible way for employees to borrow money from their 401(k) accounts.
The Credit Suisse/Tremont Hedge Fund Index Group has unveiled the Markets Defender Basket, an online basket of hedge fund sector indexes, based on the Credit Suisse/Tremont Sector Invest Indexes.
Securian Retirement Distributors says that 11 new investment options are now available to qualified retirement plan sponsors.
American Independence has added international securities to its NestEgg Dow Jones Target Date Funds and has reduced the expense ratios of each of the share classes of the funds.
Former Securities and Exchange Commission (SEC) Enforcement Branch Chief and consumer advocate Pat Huddleston has launched Investor's Watchdog, a company that provides investors with intelligence and expertise to protect them from broker misconduct, excessive risk, and professionally-disguised investment scams.
Barclays Global Investors (BGI) has announced the launch of the iShares S&P World ex-U.S. Property Index Fund on the NYSE.
EPIC Advisors, Inc. announced it will now offer retirement plan investment management services as part of its suite of retirement plan products.
John Hancock Funds recently launched a new retirement portfolio calculator on its Web site.