Products & Services

National Financial, a Fidelity Investments company and provider of custody and clearing services to broker/dealers, announced a suite of fee-based trading capabilities into its Streetscape brokerage workstation.

The SPARK Institute has released final information sharing standards and data records for lifetime income solutions that are used in retirement plans.

At the PLANADVISER National Conference in Orlando last week, the panelists were unanimous: it’s not a matter of “if,” but rather “when” retirement income products become mainstream.

The “Model Manager Exchange” (MMX) currently features 150 portfolios from 35 financial professionals.   

Ascensus and Pacific Life have teamed up to offer a new 401(k) program to address the needs of small-business plan sponsors.

Vanguard will reduce expense ratios on The Vanguard 529 College Savings Plan by nearly half on some portfolios.

 The addition of a new Bank Deposit Portfolio across Fidelity’s five direct-sold 529 college savings plan begins today.  

FTSE Group and QS Investors, LLC, an independent investment firm, have launched the FTSE Diversification Based Investing (DBI) Index Series. 

ING Investment Management Americas has launched the ING Global Bond Collective Trust Fund.

ASPire Financial Services has added to its recordkeeping platform a VALIC product that it says offers participants a strong financial foundation, competitive yields, and greater assurance.

ProNvest, Inc., an online provider of retirement plan participant managed accounts, advice, and tools, has added Morningstar Associates to its platform.

Mirae Asset Global Investments, an emerging market equity investment manager, has launched its first six mutual funds in the U.S.

Putnam Investments has launched a suite of multi-cap equity funds designed to provide investors with exposure to the U.S. stocks within the value, core/blend and growth style universes.

Mutual of Omaha Insurance Company has announced a new online enrollment system that it says will expand the personalization of services the company provides to support voluntary insurance...

Pension professionals looking to obtain fiduciary liability insurance or E&O coverage have a new source. 

WisdomTree, an exchange-traded fund (ETF) sponsor and asset manager, has launched the WisdomTree Dreyfus Commodity Currency Fund (CCX) on the NYSE Arca.

Investors have expanded access to 18 USAA mutual funds through E*TRADE Securities investment platform.

Fidelity WealthCentral, a hub for registered investment advisers (RIAs) to use third-party solutions, has partnered with Black Diamond for use of its BlueSky system.

In two white papers, the Transamerica Life Insurance Company attempts to help advisers educate themselves about the new legislation, as well as help them educate their clients.

The Vanguard Group has added seven equity index funds and exchange-traded funds (ETFs) based on Russell domestic stock benchmarks.