Products

Vanguard Unwraps Bond ETFs

Four bond exchange traded funds (ETF) from The Vanguard Group featuring expense ratios of 0.11% began trading Tuesday on the American Stock Exchange.

Individual Retirement Advice Tool Launched

Still River Retirement Planning Software Inc. has released a retirement planning tool for individuals who are approaching retirement or already retired that provides advice based on a wide range of financial and non-financial information

XShares Adds Health Care ETFs

XShares Advisors LLC announced that two more of its HealthShares ETFs began trading Tuesday on the New York Stock Exchange (NYSE).

New MassMutual Group Broadens Retirement Income Strategy

MassMutual Financial Group is expanding its presence in the retail retirement accumulation and retirement income market with the creation of MassMutual Retirement Income (MMRI), which integrates the firm’s annuity and income management businesses.

Tool Depicts Auto-Provisions on DC Plans

Prudential Retirement now offers an Autopilot Impact Tool, an interactive, PC-based resource, that allows advisers to help their clients model the impact of these two autopilot options.

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.