Online brokerage Folio Investing has added Business Logic Corp.'s MarketGlide Folios to its inventory of brand-name investment strategies from third-party market professionals.
National Financial Partners Corp. and its subsidiary, NFP Securities, Inc., recently launched NFP IndeSuite, a wealth management platform for the independent registered investment adviser (RIA).
Fidelity Investments has developed an application that will allow investors to place stock, option, exchange-traded fund (ETF), or mutual fund trades via an iPhone or iPod touch.
Credit Suisse announced today that for the first time, U.S. investors will be able to access the Credit Suisse/Tremont Long/Short Equity Hedge Fund Index strategy through an exchange-traded...
Archimedes Systems, Inc., and Convergent Retirement Plan Solutions LLC announced the launch of RothProfessional.com, a Web portal to aid advisers with Roth individual retirement account (IRA) conversions.
USI Consulting Group has introduced a new EFAST2 Solution to assist its Direct Solutions clients in meeting Department of Labor-mandated Form 5500 electronic filing requirements.
Invesco has launched a Web site featuring educational resources to meet the needs of U.S. defined contribution plan sponsors, consultants, recordkeepers, and advisers.