Claymore Securities, Inc. has announced that eight of its exchange-traded funds (ETFs) are included as underlying investments in the Fiserv Trust Target Date Blueprint Funds.
Parametric Portfolio Associates and IW Financial have teamed up to design customized tax-managed separate accounts strategies for advisers and institutions seeking to incorporate socially responsible, faith-based, terror-free, and...
State Street Global Advisors (SSgA) announced it is seeking permission from the Securities and Exchange Commission (SEC) to launch a series of actively managed, target-date exchange traded funds...
Great-West Retirement Services has appointed three regional sales directors to focus on development of new corporate 401(k) plan business through brokers, financial advisers, consultants, and third-party administrators (TPAs).
A coalition of Florida’s K-12 education associations announced the development of a 403(b) Model Plan for Florida educators in a February 25 nationwide teleconference.
PMFM's 401k Toolbox's managed account service now offers a fiduciary warranty when the managed account service is used as the Qualified Default Investment Alternative (QDIA) in a qualified...
SLM Holdings, Inc., a financial software company, has launched an online network that provides financial professionals access to information concerning high-net-worth individuals, their companies, and their retirement plans.
Fidelity Investments has announced the availability of the Fidelity Advisor Mega Cap Stock Fund, providing financial advisers and their clients access to a fund with dedicated mega cap...
OppenheimerFunds, Inc. has enhanced its Pinnacle and Record(k)eeper Pro platforms for small and mid-sized companies with a tool to implement automatic plan feature provisions of the Pension Protection...
Signature Resources Capital Management, a registered investment adviser (RIA), has partnered with FundQuest Incorporated to launch a new full service wealth management platform for Signature’s staff of financial...
TD AMERITRADE Holding Corporation has launched WealthRuler, a retirement planning tool that the company says can help investors predict their chance of accumulating a large enough nest egg.