Products & Services
The Principal Introduces New Exit Planning Tools
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.
Chubb, Law Firm Team up for ERISA Guide
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 to Offer Franklin Templeton Target-Date Offerings
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 Makes Advisory Changes to Three Funds
Vanguard has announced the restructuring of the investment advisory arrangements for Vanguard Explorer Fund, Vanguard U.S. Value Fund, and Vanguard Market Neutral Fund.
S&P Launches Factor Index Series
Standard & Poor's has launched the S&P Factor Indices which seek to measure the risk premium inherent between asset classes and financial markets.
New PIMCO Fund Uses Credit Suisse Commodity Benchmark
The Credit Suisse Commodity Benchmark (CSCB) has been designated as the benchmark for a new U.S. mutual fund launched by PIMCO.
EGShares Launches India ETF
EGShares has launched the EGShares India Infrastructure ETF (NYSE:INXX).
John Hancock Funds Launches New Behavioral Finance Program
John Hancock's new “hard wired” program helps advisers understand client behavior, structure client portfolios, and build advisers' businesses, the company said.
401(k) Day 2010 is about ‘Taking You There’
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."
SSgA Selected to Sub-Advise Lincoln Variable Life and Annuity Solutions
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 Announces New TPA Installation Expense Allowance Program
The Principal Financial Group has announced a new TPA installation expense allowance program.
Natixis Global Associates Launches New Managed Futures Mutual Fund
Nataxis Global Associates has unveiled Natixis ASG Managed Futures Strategy Fund (AMFAX) to be managed by AlphaSimplex Group (ASG).
WisdomTree Unveils Emerging Markets ETF
WisdomTree, an exchange-traded fund sponsor and asset manager, has launched the WisdomTree Emerging Markets Local Debt Fund (ELD) on the NYSE Arca.
RISE Offers Financial Education Tool and Video to Advisers
The Retirement Income Solutions Enterprise (RISE) is offering a free interactive financial education tool and video to financial advisers.
Schwab Introduces Bond ETFs
Charles Schwab has announced the launch of three bond ETFs, adding to a suite of eight equity Schwab ETFs.
Bank of Hawaii Enhances Wealth Management Options for Clients
Bank of Hawaii’s Investment Services Group is now offering its clients an open architecture unified managed account (UMA) that can integrate multiple products.
Principal Unveils Fee Disclosure Site
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.
DailyAccess to Offer ETFs
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 Enhancements Aid in Complying with New Reporting Rules
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...