Products & Services

With a new suite of tools and support from The Principal Financial Group, financial advisers can help business owners develop sound business exit or succession plans.

An Employee Retirement Income Security Act (ERISA) law firm and an insurer have teamed up to prepare a guide about ERISA’s fiduciary liability provisions and how fiduciary insurance...

Manulife Financial has announced a new strategic arrangement with Franklin Templeton Investments under which Templeton LifeSmart Portfolios will be made available to Canadian group retirement clients. 

Vanguard has announced the restructuring of the investment advisory arrangements for Vanguard Explorer Fund, Vanguard U.S. Value Fund, and Vanguard Market Neutral Fund. 

Standard & Poor's has launched the S&P Factor Indices which seek to measure the risk premium inherent between asset classes and financial markets. 

The Credit Suisse Commodity Benchmark (CSCB) has been designated as the benchmark for a new U.S. mutual fund launched by PIMCO. 

EGShares has launched the EGShares India Infrastructure ETF (NYSE:INXX).

John Hancock's new “hard wired” program helps advisers understand client behavior, structure client portfolios, and build advisers' businesses, the company said. 

The Profit Sharing/401k Council of America (PSCA) has unveiled its 2010 401(k) Day campaign with the theme of "401(k) Day... Taking You There."

State Street Global Advisors (SSgA) has been selected by Lincoln Financial Group to sub-advise variable life insurance and variable annuity investment options. 

The Principal Financial Group has announced a new TPA installation expense allowance program.

Nataxis Global Associates has unveiled Natixis ASG Managed Futures Strategy Fund (AMFAX) to be managed by AlphaSimplex Group (ASG).  

 WisdomTree, an exchange-traded fund sponsor and asset manager, has launched the WisdomTree Emerging Markets Local Debt Fund (ELD) on the NYSE Arca.  

The Retirement Income Solutions Enterprise (RISE) is offering a free interactive financial education tool and video to financial advisers.   

Charles Schwab has announced the launch of three bond ETFs, adding to a suite of eight equity Schwab ETFs.

Bank of Hawaii’s Investment Services Group is now offering its clients an open architecture unified managed account (UMA) that can integrate multiple products.

The Principal Financial Group has launched a Web site to help educate advisers and sponsors about the Department of Labor’s (DoL) new fee disclosure regulation.

Through a strategic alliance with Mid Atlantic Financial Platforms, Inc. (MAFP), DailyAccess Corporation is now positioned to offer exchange traded funds (ETFs) in employee benefit plans.

BNY Mellon Asset Servicing has enhanced its Workbench platform to help institutional investors comply with new accounting standards that require them to report the industry ratings of their...