Products

Morningstar’s Principia Gets Asset Allocation Module

Morningstar, Inc. introduced Principia Asset Allocation, a new module for the financial planning resource that helps advisers create individualized asset allocation strategies based on a client's personal circumstances, including risk tolerance, current assets, and future needs.

Advisers Can License 404(c) Tool

Fiduciary Risk Assessment LLC (FRA), a Charlotte, North Carolina-based software development company, has unveiled its new 404c Compliance Diagnostic tool.

Retirement Counseling Service Launches

Chicago-based Longevity Alliance has unveiled a new service that provides ongoing financial counsel focusing on income planning in retirement for middle-market retirees.

FOREXTrader Now Windows Compatible

GAIN Capital Group, LLC, which provides Foreign Exchange (Forex) trading and services, has come out with a trading platform compatible with Mircrosoft Windows, bringing the number of platforms to four.

AMEX Hosts Claymore/Robeco ETFs

The American Stock Exchange has started trading two exchange-traded funds exchange traded funds (ETFs) that track the Robeco Developed International Equity Index and the Robeco Developed World Equity Index

ETF Ratings Service Launched

XTF has introduced a ratings service that rates ETFs based on 16 metrics over two broad categories: investment metrics and structural integrity.