Products

Bank of America announced the launch of a Unified Managed Account (UMA) Program designed for its wealthy and ultra-wealthy clients.

In order to help financial advisers capture more business in the small-plan retirement plan market, Transamerica Retirement Services has expanded its sales support staff with a newly created...

Westcore Funds has announced it is now offering an Institutional Share Class for seven of its no-load mutual funds.

Transamerica Financial Advisors, Inc. is using FOLIOfn Institutional to launch Transamerica I-Series, a separately managed account program that uses exchange-traded funds (ETFs).

XShares Advisors LLC’s newest family of funds, Adelante Shares Real Estate Exchange-Traded Funds (ETFs), began trading Friday on the New York Stock Exchange.

The Vanguard Group registered with the U.S. Securities and Exchange Commission (SEC) for a new series of mutual funds designed to provide monthly payments to investors in retirement.

Mutual of Omaha will offer a target date funds option and an individual managed account option through a partnership with Morningstar Associates to retirement plan participants.

Houston-based Hand Benefits&Trust has unveiled what it said is a new breed of collective investment funds (CIFs) that offers multiple share classes to pay advisers and third-party advisers...

FTSE has licensed PowerShares to create four new international exchange-traded funds (ETFs).

Summit Investment Partners, Inc. (Summit), advisor of Summit Mutual Funds, is managing new lifestyle exchange-traded funds (ETFs) for its UNIFI Retirement Advantage Series platform.

401k Toolbox, a Watkinsville, Georgia-based advice provider, has unveiled its On Track retirement planner and prospecting tool for plan advisers.

Callan Associates’ Trust Advisory Group will act as adviser to a series of target maturity collective funds designed for defined contribution plan participants.

The Depository Trust&Clearing Corporation (DTCC) has launched a redesigned service to streamline the gathering of fund prospectus information.

The Standard is making a new fee education campaign available to employees of its retirement plan clients.

CitiStreet has announced the rollout of an enhanced managed account service.

A partnership between Mutual of Omaha and Mesirow Financial will offer plan sponsors access to fiduciary services including investment guidance and monitoring, the companies announced.

Nationwide Financial Services, Inc. has kicked off a campaign to help plan sponsors and investment professionals take advantage of opportunities in the Pension Protection Act of 2006 (PPA).

The Online 401(k) has partnered with E-chx Inc., to offer a combined 401(k)-payroll service.

BenefitStreet Inc. has introduced a new 401(k) platform that will enable investors to choose both exchange traded funds (ETFs) and mutual funds in the same plan.

AllianceBernstein Investments, Inc. has launched a program that allows financial advisers to leverage proprietary AllianceBernstein research to conduct targeted 401(k) plan evaluations that correspond to the needs of...