Products

Morningstar, Inc. has launched its latest version of Morningstar Direct, a Web-based research platform that connects institutional investment professionals to Morningstar's investment research and data.

Putnam Investments has launched a suite of target absolute return mutual funds designed to seek annualized total returns of 1%, 3%, 5%, or 7% above those of Treasury...

GenXpense.com, an interactive Web site offering important tools young adults need to skillfully manage their finances, has been introduced.

ING has introduced the ING Educator's Direct 403(b) Program, a variable annuity issued by ING Life Insurance and Annuity Company, to education professionals in Delaware.

John Hancock Funds announced it has completed the adoption of the Robeco Boston Partners Large Cap Value Fund and relaunched it as John Hancock Disciplined Value Fund (JVLAX).

Calling it an "index for a changing world," investment manager PIMCO has introduced the PIMCO Global Advantage Bond Index (GLADI).

AIG Small Business, a division of AIG Commercial Insurance, said its AIG e-Excess platform now features a premium indication tool and multi-limit quote functionality to help brokers process...

Advisor Products, Inc., which makes Web sites, client newsletters, and brochures for financial advisers, is offering free series of Webinars about the financial crisis for advisers.

Millennium Trust Company, LLC, announced its appointment as successor custodian for Neuberger Berman 403(b) custodial accounts.

Benefit Consultants Group (BCG) announced it is teaming up with Mid Atlantic Trust Company (MATC) to launch a bundled 401(k) platform offering exchange-traded funds (ETFs).

Social Security Commissioner Michael Astrue and Patty Duke yesterday unveiled Social Security's new online retirement application and launched the agency's Retire Online campaign.

T. Rowe Price has expanded its fixed-income investment offerings by launching the Strategic Income Fund, the company announced.

Albridge Solutions, a PNC Global Investment Servicing company, and Enterprise Financial Services Corp are teaming up to provide financial advisers consolidated statements and wealth reporting capabilities, the companies...

Highland Capital Management, L.P., has announced portfolio management changes to two funds, effective January 1.

Investment management firm Calvert has announced the launch of the Calvert Government Fund.

Allianz Global Investors Fund Management LLC, investment manager to PIMCO High Income Fund, has announced changes to the fund's investment policies.

Brandes Investment Partners, L.P. has announced the availability of two mutual funds.

In early 2009, Woodbury Financial Services will introduce upgrades to its automated work distributor (AWD) platform.

Ever wonder how your DC plan clients' plan measures up against comparable plans?

Charles Schwab will start off the first quarter of 2009 with three new reports to provide practice management guidance to advisers.