Products & Services

Forward Management announced a series of name changes in its mutual fund lineup.

linkedFA, the first social networking Web site that enables financial professionals to leverage social media compliantly, announced the beta release of a mobile version of www.linkedFA.com.  

LPL Financial’s ClientsFirst platform was first introduced in 2009, but has been revamped to better serve its retirement plan advisers.  

Nationwide Financial is expanding its lineup of fiduciary tools and services for retirement plan sponsors and financial professionals with a 3(38) Investment Fiduciary Service from IRON Financial. 

Mercer's Outsourcing business has added three services to its benefits administration platform all related to financial planning.

John Hancock Retirement Income & Rollover Solutions (RIRS) announced the formation of its Consolidation Services group for retirement plan participants.

benefitsCONNECT announced that it has partnered with BackBone Inc., a health and technology communications firm, to provide brokers with a social media-driven user-engagement program.

Investment management firm Brinker Capital has announced that seven exchange-traded funds (ETFs) have been added to its defined contribution (DC) retirement plan offering.

SKCG Group, a risk management and insurance adviser, has designed a comprehensive program for hedge funds that includes a “Start-Up Kit” for emerging managers. 

Portico Wealth Advisors, LLC, a registered investment adviser (RIA) and retirement plan consultancy firm, has created a complimentary diagnostic to help retirement plan sponsors fulfill their fiduciary duty.

AdvisorShares Investments, a sponsor of actively managed exchange-traded funds (ETFs), has released the Meidell Tactical Advantage ETF, or "MATH". 

Pershing LLC, a BNY Mellon company, has added Altegris, Invesco and TIAA-CREF funds to FundVest, Pershing’s no-transaction fee mutual fund platform.  

Invesco PowerShares announced that it plans to close two of its Active exchange-traded fund (ETF) portfolios.

MSCI has launched a new platform to provide asset managers with a suite of tools to better manage environmental, social, and governance (ESG) investments.

DALBAR, Inc. has developed a fiduciary designation program, called the 401(k) RF Designation, which identifies advisers capable of acting as fiduciaries and cements it in writing.

ING’s U.S. Retirement division announced a plan to expand its reach to small- and mid-sized corporate retirement plans and to support the distributors that serve this market.

Schwab Advisor Services is introducing a consultative program, “Managing Client Profitability,” designed to help advisers grow their business through effective client segmentation.

Convergent Retirement Plan Solutions has developed a subscription-based IRA portal for financial professionals, called IRAstuff.com.   

Strategic Insight has rolled out its annual report on mutual fund fees and expense benchmarks.

The ING Foundation has developed a program that offers girls practical, hands-on investing experience, and allows them to use their gains towards paying for college.