Products & Services

The Financial Services Institute (FSI), an advocacy-driven organization for independent financial services firms and independent financial advisers, has redesigned its Web site.

Vanguard has lowered costs on six index funds.

Klein Decisions, a provider of Web-based software to assist with 401(k) investment decision-making, has expanded its “K4” suite of tools with a small-business platform.

Albridge Solutions, an affiliate of Pershing LLC, a BNY Mellon company, has published a white paper highlighting the common misconceptions associated with the Global Investment Performance Standards (GIPS)....

A guide from the Principal Financial Group provides an in-depth look at how advisers can help plan sponsors develop a retirement plan with the least amount of risk....

New York Life Retirement Plan Services is rolling out a new service model that organizes service teams into core industry practices.

PIMCO has launched the PIMCO Inflation Response Multi-Asset Fund for investors looking to hedge global inflation risks. 

Outsourced technology integration can boost productivity and efficiency for RIAs by up to 30%, according to NFP Advisor Services Group.   

A kasina study reaffirms that financial advisers align superior digital capabilities with the likelihood that they will use products offered by asset managers and insurers. 

Invesco PowerShares Capital Management announced the PowerShares Chinese Yuan Dim Sum Bond Portfolio is expected to begin trading on Sept. 23, 2011. 

Russell Investments will expand its Investment Discipline Indexes (IDIs) to include U.S. small cap indexes.   

Putnam Investments has launched a Web site dedicated to helping advisers better serve their clients.  

The Employee Benefits Security Administration (EBSA) will host a Webcast on the importance of saving geared towards college seniors and new entrants to the workforce.  

UpTick Data Technologies developed a customized reporting solution for Robert W. Baird & Co.’s Retirement Plans Services division.

Schwab Advisor Services has published a new white paper focusing on legal and regulatory considerations for advisers looking to transition to an independent RIA business model.  

Plan sponsors and participants have become more conservative in recent years, leading them to stable value products that preserve capital and deliver steady returns, according to a white...

Invesco is adding a consulting series to its PlanForward program, designed to help advisers and consultants build a compelling value proposition and enhance their brand recognition.

GuidedChoice has launched Retirement Readiness, a solution that allows retirement plan participants to see how prepared they are for retirement and helps them take action to improve their...

Fidelity Investments has expanded its Spartan equity index mutual fund line-up with five low-cost funds.

The new fiduciary designation, Global Fiduciary Strategist (GFS), is being offered by 3ethos, a fiduciary training firm.