Marketocracy Data Services, LLC has announced it will offer an mFOLIO based on Randolph McDuff's RMG1 Value Oriented Growth model fund for registered investment advisors (RIAs).
The Vanguard Group has announced a proposal with Charles Schwab Investment Management to reorganize the Laudus Rosenberg U.S. Large/Mid Capitalization Long/Short Equity Fund into a new Vanguard offering.
MG Advisory Services, LLC, a subsidiary of Matrix Settlement&Clearance Services, LLC, has announced the release of its new Plan Demographic Report for advisers and third-party administrators (TPAs) that...
Dow Jones Indexes has announced the launch of The Dow Jones - AIG Commodity SwapEX, an exchange-traded fund (ETF) for which the Dow Jones - AIG Commodity Index...
Pacific Life Insurance Company and Pacific Life&Annuity Company have introduced the "Road to Retirement" guide and the Retirement Income Needs fact finder to help financial professionals address the...
Metrics Partners, an electronic marketing firm for the retirement industry, has introduced a new web-based search tool connecting plan producers with third party administrators (TPAs).
MetLife Investors Distribution Company, the distributor of products offered by the independent distribution arm of MetLife, has launched a marketing campaign designed to help advisers address their clients'...
Pershing LLC, a unit of The Bank of New York Mellon, has launched a new program designed to offer broker-dealer customers and their investment professionals solutions and best...
John Hancock College Savings has launched a multi-week back-to-school campaign for the busy 529 sales season, providing information and tools to financial consultants.
401(k) Advisors has enhanced its Scorecard System to measure the performance of asset allocation portfolios, known as lifestyle and lifecycle, or target date, funds.
Northern Trust will offer target date collective funds that are globally diversified and incorporate inflationary hedge asset classes such as global real estate and commodities, in addition to...
Invest n Retire, LLC has come out with a product that analyzes the investment allocation of employees’ plan contributions to determine whether the investment option is under-weighted or...