Claymore Securities, Inc., tapped recordkeeper ExpertPlan to provide a 401(k) recordkeeping and administration solution that includes access to exchanged-traded funds (ETFs).
Geneos Wealth Management, Inc., a Denver-based broker/dealer, announced enhancements to its technology platform for broker/dealers and registered representatives.
Ameriprise Financial, Inc., introduced the Active Diversified Portfolios series, professionally managed portfolios designed to help individuals achieve risk-managed growth.
SunGard’s WealthStation platform has been enhanced with the addition of a financial planning module for financial advisers to use to attract, service, and grow client relationships, the company...
Security Benefit will pledge compliance with 403(b) regulations by the January 1, 2009, deadline to any school whose contract is received by November 14, 2008, through its 403(b)...
Franklin Templeton Investments introduced the Templeton Global Total Return Fund, a multi-sector global bond fund designed to capitalize on fixed-income opportunities around the world.
Morningstar, Inc., introduced a research module offering coverage of U.S. exchange-traded funds (ETFs), including portfolio holdings and Morningstar analyst commentary.
Alliance Benefit Group, LLC, announced the launch of a version of SmartPlan 401, an interactive video-based education and enrollment system designed to engage employees.