Products & Services

Commonwealth Financial Network has partnered with Broadridge Financial Solutions to offer its advisers access to Broadridge’s Forefield applications.  

Ascensus announced a partnership with Edward D. Jones & Co. to offer its open-architecture retirement plan platform, SingleSource, to a wider client base.

The Wagner Law Group, specializing in ERISA, employee benefits, executive compensation and estate planning, has opened a New York office, near the city of Buffalo.

Hermes Real Estate Investment Management has partnered with UOB Global Capital and Hampshire Real Estate Companies to launch a closed-end commercial real estate income fund.

In order to meet the firm’s expanding client service needs, Drinker Biddle & Reath LLP has created a Financial Services ERISA Team.

Kravitz has announced the upcoming launch of what it called the nation's first ever Cash Balance Daily Access online portal. 

WisdomTree has brought its WisdomTree Global Real Return Fund (RRF) to the NYSE Arca.

Charles Schwab has launched the Schwab U.S. Aggregate Bond ETF, which aims to provide broad exposure to U.S. taxable bond market.

ProShares released an exchange-traded fund that seeks to provide hedge fund benefits without the same investment challenges.

Nationwide Financial has chosen DST Global Solutions’ investment analytics solution, Anova, to strengthen its managed account performance measurement and reporting capabilities.

Van Eck Global has released its Market Vectors CEF Municipal Income ETF (XMPT), the first exchange-traded fund (ETF) to specifically focus on closed-end municipal bond funds.

Precidian Funds LLC has launched its first U.S. exchange-traded fund (ETF) based on the Nikkei 225 index of Japanese equities.

Kansas-based retirement service provider, CPI Qualified Plan Consultants, Inc., is releasing a 401(k) program available exclusively to Edward Jones financial advisers.

The IQ Emerging Markets Mid Cap Exchange-Traded Fund (ETF) was designed to allow investors to isolate pure-play Emerging Market mid-cap exposure. 

McGraw-Hill Financial Communications and ExpertPlan, Inc., are rolling out a presentation tool for financial professionals to use with 401(k) plan sponsor clients, called the Annual Plan Review Book.

Charles Schwab has partnered with Broadridge Financial Solutions to expand its global investing strategies.  

Schwab Advisor Services announced that Laser App, a desktop software package, will be widely available to advisers that custody with the company by the end of the year.

Northern California-based Van Hulzen Asset Management, LLC, and New York-based Witter Partners LLC have launched the Iron Horse Fund.

Munder Capital Management has launched the Munder Integrity Mid-Cap Value Fund and Munder Integrity Small/Mid-Cap Value Fund.

Lincoln Trust Company is offering a fee disclosure solution that it says goes beyond next year’s regulatory requirements.