Products & Services

Firm Unveils Precious Metals ETF

ETF Securities announced that ETFS Precious Metals Basket shares will be listed on the NYSE Arca on October 22, 2010, trading under the ticker symbol GLTR.

Loring Ward Expands IPS Options

Advisers who use Loring Ward for investment management, business management, and practice development will be offered enhanced investment policy statement (IPS) models.

RIA in a Box Offering E&O Insurance

RIA in a Box, a registered investment adviser (RIA) consultancy firm, has partnered with Lloyds of London and the North American Professional Liability Insurance Agency (NAPLIA) to provide errors...

Two Firms Join for Data Exchange

Pension software provider BLAZE SSI and preapproved document provider McKay Hochman have worked out an agreement allowing the two companies to exchange data between their respective systems.

State Street Releases Risk Index

State Street Global Markets announced the launch of its Systemic Risk Index that measures the U.S. equity market’s vulnerability to market shocks.

IPI Launches FundQuest Platform

FundQuest, a provider of research and wealth management solutions, announced that Investment Professionals Inc. (IPI) has launched its Private Asset Management (PAM) platform in partnership with the firm. 

MassMutual Issues White Paper on 403(b) Regulations

MassMutual's Retirement Services Division published a white paper on the latest 403(b) regulations and the impact on fiduciary duties, including Form 5500 reporting/audit requirements and Internal Revenue Service...