Products & Services

Strategic Insight, an Asset International company, has released a report analyzing how exchange-traded funds (ETFs) are being adopted by advisers.  

Still River Retirement Planning Software and RetirementWORKS developed a retirement consulting unit, along with four white papers, to present its new strategies for serving the retirement marketplace. 

The Principal Financial Group launched a financial education campaign designed to “help people put their financial pictures into clear focus and help make their dreams reality.”

CIO Emeritus, S. Kenneth Leech, will no longer serve as portfolio manager for non-global portfolios.

Smart401k announced a partnership with vWise, Inc. to bring an education and advice component to employer-sponsored retirement plans.

Putnam Investments is launching FundVisualizer, a tool for researching mutual fund data, designed to be "visually compelling."

Marketeria, a marketing and content management firm for financial advisers, will be offering its clients use of the Arkovi social media archiving solution.  

First Trust Advisors L.P. plans to launch thirteen exchange-traded funds (ETFs) into its current line of sixteen AlphaDEX funds.

Through a new Web site, www.retirementpowerplay.com, Pershing aims to help financial professionals grow their business by targeting “money in motion.”

State Street Global Advisors (SSgA) announced that its newest high-yield municipal bond exchange-traded fund (ETF) began trading on the NYSE Arca on Thursday.

ProShares launched exchange-traded funds (ETFs) that provide magnified exposure to high-yield and investment-grade corporate bond markets.

State Street Global Advisors (SSgA) and the Wharton School of Business have published a study that found 17% of investors use two or more financial advisers–and most don’t...

Van Eck Global has launched what it says is the first U.S.-based exchange-traded fund (ETF) designed to give investors pure-play exposure to the developing Russian economy.

Pershing LLC, a BNY Mellon company, has formed a strategic alliance with Roubini Global Economics, an independent, global economic research firm.

Global X Funds has launched the Global X Waste Management exchange-traded fund (ETF).

UBS Investment Bank is introducing a Securities Research app compatible with iPhone, iPad and iPod Touch devices.

The Aite Group published a report examining how a strong customer relationship management (CRM) tool can positively impact a wealth management practice.  

Bandon Capital Management launched the Bandon Isolated Alpha Fixed Income Fund, a global absolute return-oriented fixed income strategy.

ftwilliam.com, a provider of integrated Software as a Service (SaaS) solutions for third-party administrators (TPAs) and others in the retirement industry, is introducing a DB(k) document. 

GoodHaven, a registered investment adviser (RIA), launched the GoodHaven Fund with a focused portfolio management strategy and a flexible mandate.