Sustainable Asset Management (SAM) is expected to make its Sustainable Water, Sustainable Climate, and Global Sustainability strategies available to U.S. institutional and retail investors by the end of the year.
Mutual of Omaha now offers employers in the state of New York a portfolio of retirement services that includes, among other things: 401(k) plans, target date funds, and investment performance and monitoring.
Merrill Lynch has revamped its retirement Web site and has kicked off a month of national, Web-based promotions to draw attention to it.
Fiserv Investment Support Services is now offering collective investment funds (CIFs) as an option for retirement plans.
Prudential Retirement has added two mid-cap growth institutional sub-advised funds to its investment platform.
Lincoln Employer Markets, a division of Lincoln Financial Group, is partnering with Ibbotson Associates to offer the Lincoln Ibbotson Insight Series of funds to its defined contribution clients.
Retirement plan products and services provided by The Standard will now be sold under the Mainspring Retirement Plan Solutions name.
A booklet from Putnam Investments is expected to help individuals analyze their current retirement savings, figure out whether they are on track and, if they are not on track, how to close any shortfall.
Wachovia Securities Financial Network (WSFN) has announced it will provide comprehensive practice valuations (a 60+ page analysis of the firms) to the top 20% of its affiliated independent practices.
SEI has formed a strategic alliance with Aon's Affinity Insurance Services, Inc. (Affinity) to offer Errors&Omissions (E&O) Insurance to participants in its advisory market.
Through a partnership with AST Capital Trust, Delaware Investments is launching four collective trust funds.
State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, will launch a municipal bond exchange-traded fund (ETF).
Barclays Global Investors on Monday launched the first municipal bond exchange-traded fund (ETF) that trades on the American Stock Exchange.
Advisor Software, Inc., a provider of wealth management solutions for the advice market, has announced Schwab Institutional will offer ASI Portfolio Rebalancing Solution to all advisers using the Schwab Institutional platform.
Fidelity Investments and SunGard have announced the addition of new services to their integrated trading and custody platform for trust institutions and third party administrators (TPAs).
SunTrust Banks, Inc. will offer its Wealth&Investment Management clients a multi-style, multi-adviser, single-account service to provide them with enhanced diversification through a wider range of traditional and alternative investment vehicles.
John Hancock Retirement Plan Services has announced new initiatives designed to help 401(k) participants with retirement saving and planning that include useful features for financial advisers.
Laserfiche, an electronic document management system firm, has launched a new desktop software application for independent investment advisers and small advisory firms which can capture and manage millions of document pages.
SPARX Asia Funds has launched three new funds; the SPARX Asia-Pacific Opportunities Fund, the SPARX Asia-Pacific Equity Income Fund, and the SPARX Japan Smaller Companies Fund.
Vanguard announced it is extending its enhanced services previously available to investors with $250,000 or more invested at Vanguard to Vanguard shareholders who invest at least $100,000 in the firmâ€™s no-load, low-cost mutual funds.