Products & Services

Dow Jones Indexes has added three funds to its target-date fund offerings, timed for those retiring around 2050.

Investment management company Bandon Capital Management, LLC, announced a new relationship with American Independent Securities Group, LLC (AISG), enabling AISG advisers to access Bandon’s flagship investment strategy.

TD AMERITRADE said it unveiled new IRA-focused tools and resources to help investors and their advisers better understand how the new Roth IRA rules might impact their retirement...

AXA Equitable Life Insurance Company has rolled out the Retirement Cornerstone, a variable annuity that aims for both accumulation and preservation of wealth.

Los Angeles-based asset management firm The TCW Group has launched the TCW Emerging Markets Equities Fund (TGMIX/TGMMX).

Compass Efficient Model Portfolios (EMP) has launched the Compass EMP Alternative Investment Fund (CAIAX, CAICX, and CAITX).

Lazard Asset Management LLC has announced the launch of the Lazard Global Listed Infrastructure Portfolio (GLIFX, GLFOX), available to both institutional and individual investors.

Investment management firm Lord, Abbett & Co. LLC (Lord Abbett) said today that it will waive the annual custodial fee for every new Lord Abbett IRA opened between...

Huntington Funds has launched a new fund to tap into emerging markets.

WisdomTree has launched the WisdomTree International Hedged Equity Fund (HEDJ).

Kring Financial Management has developed a solution for investors who want to manage their retirement plan investments proactively.

San Francisco-based RS Investments has announced the launch of three new fixed-income funds.

Transamerica Asset Management Group (TAMG) has extended indefinitely the reduction to the purchase threshold for NAV purchases of Transamerica Short-Term Bond announced earlier this year.

Fitch Ratings has released the criteria rating report titled “Investment Manager and Alternative Funds Criteria.”

CPI Qualified Plan Consultants, Inc., said the mutual funds of Wasatch Funds have been added to its retirement plan platform.

INTECH Investment Management LLC has launched its first Enhanced Global Equity strategy. 

Vanguard plans to introduce its first actively managed equity fund that invests primarily in small- to mid-capitalization U.S. value stocks.

The vendor Advisor Software, Inc., said it will expand its offering to registered investment advisers (RIAs) with the acquisition of asset management firm Advisor Partners, LLC.

PlanServe Data Systems has released a new technology platform for supporting common remittance, compliance, and other data requirements of 403(b), 457, and other multi-vendor employer benefit plans.

Harrisburg, Pennsylvania-based TEAM Financial Asset Management, LLC, has launched the TEAM Asset Strategy Fund (TEAMX), the company announced.