Products

Financial Advisors Legal Association, a national industry defense and education provider for financial professionals, has announced the rollout of a comprehensive errors and omissions insurance policy designed specifically...

Wealth management solutions provider Envestnet Asset Management is partnering with Business Logic Corporation, a financial software provider, to offer a unified retirement solution for retirement plan providers, financial...

Securian Retirement has come out with target-date funds that use an employee’s age rather than their expected retirement age.

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...

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...

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...

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...

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...

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...

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.