Products & Services

Wells Fargo Funds Management and the Wisconsin College Savings Program Board have announced several changes to EdVest, Wisconsin’s college savings plan. 

Jeffrey Bronchick, CFA, has opened a value-oriented equity investment firm, Cove Street Capital. 

Pershing LLC, a BNY Mellon company, has published a study arguing that asset consolidation can potentially double profitability, boost productivity, and advance client relationships.  

Castle Rock Innovations (CRI) announced its partnership with The Wagner Law Group to support CRI's AXIS Retirement Plan Analytic Platform.

Morningstar Inc. has added a new asset allocation and forecasting functionality to Morningstar Direct, a Web-based global investment analysis platform for institutional investors.

TIAA-CREF has partnered with Emeriti Retirement Health Solutions to help individuals save adequately to cover health care needs in retirement.

Meeder Financial has launched the Flex-funds Total Return Bond Fund (FLBDX).

Advisor Group, an independent network for broker/dealers, will be offering its advisers access to SunGard’s Protegent Social Media Surveillance tool.  

Wells Fargo Funds Management announced that the Wells Fargo Advantage Dow Jones Target 2055 Fund (Target 2055 Fund) is now available to investors.

Ascensus announced that plan design tools are now available for financial advisers.

Securities America Inc. is releasing an application called e*Office Mobile, which allows advisers mobile access to business enterprise systems using smartphone or tablet technology. 

Financial Benefits Network (FBN) has launched a benefits resource portal that provides employers and employees access to corporate benefit information and personal finance educational materials.

Morgan Stanley Smith Barney (MSSB) has expanded its Global Stock Plan Software suite with OptionEase, a stock plan administration tool for its partnered solutions offering.

Castle Rock Innovations (CRI) and Millennium Investment and Retirement Advisors (MIRA) will collaborate to provide turnkey 408(b)(2) fiduciary analytics and consulting services.

Khan Investment Management has announced the August launch of the Khan Mongolia Equity Fund.

Soon after launching the Goldman Sachs Korea Equity Fund, Goldman Sachs Asset Management, L.P. (GSAM) has launched the Goldman Sachs India Equity Fund.

Asset International’s Strategic Insight and PLANSPONSOR have unveiled a new version of its Pathfinder provider search tool.

John Hancock Financial Network (JHFN) is introducing a defined contribution consulting program that provides advisers working with retirement plans training, practice management consulting, sales support, and expert resources.

Asset International’s Strategic Insight and PLANSPONSOR have unveiled a new version of their Pathfinder provider search tool. 

John Hancock Annuities has enhanced its Income Plus For Life optional rider by increasing the deferral credit for newly issued riders from 5% to 6% at age 65...