Products & Services

The Insured Retirement Institute (IRI) has published a new version of their retirement-planning resource for financial advisers.

Standard & Poor's has launched the S&P 500 Dynamic VEQTOR X Index, a companion strategy index to the S&P 500 Dynamic VEQTOR Index which was launched last November.

Transamerica Retirement Services has expanded its lineup of available investment choices and investment styles for the small- and mid-sized plan markets.

Charles Schwab is expanding its “MoneyWise” program to Facebook, aiming to attract more Gen Y users.

Paychex offers clients a solution for electronically reviewing, signing, and transmitting Form 5500 to the U.S. Department of Labor (DoL) through the Paychex Online Retirement Services Web site.

Diversified Investment Advisors, Inc., has launched “Your Money Matters” on Facebook to share and explore retirement and personal finance issues and trends with consumers.

J.P. Morgan Funds has launched a new equities mutual fund, the JP Morgan Research Equity Long/Short Fund.

Invesco PowerShares has entered into an agreement with Keefe, Bruyette & Woods, Inc. (KBW) for exclusive licensing to four indexes covering the financial services, REIT, and property &...

Vanguard has introduced eight new index mutual funds and nine new exchange-traded funds (ETFs) based on S&P domestic stock benchmarks.

The system, WealthCentral, allows registered investment advisers (RIAs) to integrate several programs into one centralized website.

Vanguard has introduced a new Web-based service that enables individuals to compare income annuities from leading insurance companies.

BOSS Business Services has developed an iPhone App for tracking business expenses.

 Standard & Poor's has expanded its family of municipal bond indexes with the launch of the S&P Municipal Yield Index.

The investment software firm says the new Web-based tool, AlphaFunds, provides advisers with advanced risk analysis and performance measurement capabilities to evaluate mutual funds.  

River Road Asset Management, LLC announced that Eric Cinnamond has joined the firm as Vice President and Portfolio Manager at River Road, and will lead the firm’s new...

Transamerica Asset Management Group will introduce Transamerica WMC Quality Value in November 2010.

MSCI Inc. has launched a family of MSCI ESG Indices.

One year after launching a text messaging service for retirement plan participants, The Principal has released data indicating it has improved savings rates and asset allocation.

Investors can download the application specifically designed for the Apple iPad, free of charge, on iTunes

Ancora Advisors has rolled out Open Architecture 401K products offered through Source Companies