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.
Charles Schwab has added a fifth target date fund â€“ the 2050 fund â€“ to its line up of Schwab Managed Retirement Trust Funds.
Fiduciary Risk Assessment LLC (FRA), a Charlotte, North Carolina-based software development company, has unveiled its new 404c Compliance Diagnostic tool.
Barclays Global Investors’ (BGI) iShares Lehman MBS Fixed-Rate Bond Fund, a fixed income exchange-traded fund (ETF) that tracks a mortgage-backed securities index, has begun trading on the American Stock Exchange.
Morgan Stanleyâ€™s Consulting Services Group has added to its Custom Portfolio offering to more than 1,400 open-end mutual funds.
MG Advisory Services, a wholly owned subsidiary of Matrix Settlement&Clearance Services (Matrix), has announced an alliance with ExpertPlan that will make MG Advisory's Individually Managed Account (IMA) product available on the ExpertPlan platform.
JPMorgan has released its LifeMetrics Index, part of a LifeMetrics platform aimed at measuring and managing both longevity and mortality exposure.
XShares Advisors LLC has added nine HealthShares exchange-traded funds (ETFs) to its lineup, bringing the number of these publicly traded funds to 14.
A new series of workshops is targeted at helping advisers understand the difference between the investment styles of women and men.
Plan Member Securities has teamed with TRAK (The Retirement Analysis Kit) to create the Personal Retirement Calculator (PRC) - an illustration tool with Plan Member's proprietary investment recommendations and risk questionnaire bundled with TRAK features.
John Hancock Funds has announced the launch of two new funds available to investors through financial advisers.
Chicago-based Longevity Alliance has unveiled a new service that provides ongoing financial counsel focusing on income planning in retirement for middle-market retirees.
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.
Financial advisers looking to offer small business owners a defined benefit plan have a new resource.
Pershing , a subsidiary of The Bank of New York Company, has revamped its securities-based consumer lending to give clients the ability to increase their current borrowing power by pledging assets held in separately managed as collateral for their loans.
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
XTF has introduced a ratings service that rates ETFs based on 16 metrics over two broad categories: investment metrics and structural integrity.
Charlotte, North Carolina-based RolloverSystems has announced that AllianceBernstein Investments will offer its IRA product on the RolloverMarket Professional Network.
Perspective Partners, LLC., has released a tool that helps financial advisers work with plan sponsors to assess if a 401(k) plan is working effectively to prepare participants for retirement.
The Depository Trust&Clearing Corporation's (DTCC) Insurance Services platform will now support registered broker/dealers that create and sell non-insurance retirement and other benefit programs.