Products

The U.S. division of Sun Life Financial Inc. today introduced Retirement Blueprint, a program designed to help advisers enhance their income planning skills and engage clients in the...

Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, today introduced a paperless account opening solution for introducing broker/dealer firms, investment professionals, and registered investment...

Business Logic Corporation launched a tool to calculate retirement income from target-date funds.

A new index – and a new exchange-traded fund (ETF) based on that index – have launched.

Manning&Napier has added six target-date funds to its current lifecycle family.

A Wachovia Retirement Services (WRS) offering allows participants in Wachovia-administered plans to learn about the ins and outs of retirement savings.

The newly renamed PortfolioServices by Schwab Performance Technologies (SPT) enables RIAs to outsource back-office functions, the company said.

Northern Trust today launched the first U.S.-listed ETF to track the ISEQ 20 Index of the Irish Stock Exchange.

FTSE Group, a global index company, on Thursday launched the FTSE Environmental Opportunities All-Share Index.

First Tennessee Bank, a subsidiary of First Horizon National Corporation, in partnership with FundQuest Incorporated, a provider of managed account services, has launched three new products on its...

TIAA-CREF has published its first article in a new series that explores strategies for maximizing retirement income.

Union Bank of California’s brokerage subsidiary, UnionBanc Investment Services, introduced assessment tool Retirement Income Evaluation.

Charles Schwab Investment Management, Inc., (CSIM) is further expanding its relationship with Mondrian Investment Partners Limited to offer two new funds to the Laudus Mondrian lineup.

John Hancock Annuities' Income Plus For Life optional withdrawal benefit rider, available with Hancock’s variable annuities, now offers step-ups quarterly rather than annually.

First Trust Advisors L.P. unveiled the First Trust ISE Global Wind Energy Index Fund, an exchange-traded fund (ETF) anticipated to begin trading June 18.

Charles Schwab introduced the Schwab Indexed Retirement Trust Funds to the Charles Schwab Trust Company offering of target-date collective trust funds for retirement plans.

Advisor Products Inc. (API), launched a Web site to manage communications between financial advisers and their clients.

TIAA-CREF is now ready to help clients prepare written plan documents newly required for some 403(b) plans.

MassMutual’s Retirement Services Division unveiled a Web site feature giving participants easy sign-up for their 401(k) plan.

Invesco PowerShares expects to list the frontier countries portfolio exchange-traded fund (ETF), designed to provide investors access to equity markets in the Middle East and North Africa.