Products & Services

Vanguard is implementing a “cooling off” period for the fund giant’s best performing fund of 2009.

The Financial Planning Coalition launched a Web site to serve as the central point of its efforts to require more fiduciary accountability.

The Financial Planning Association (FPA) said it unveiled a tool to help financial planners guide families to smart college choices.

J.P. Morgan’s Depositary Receipts (DR) Group announced the launch of its Issuance & Cancellation (I&C) Lock, a solution allowing broker/dealer clients to purchase a contract that establishes a...

ING U.S. Retirement Services has rolled out a number of new initiatives to enhance support to its third-party administrator (TPA) partners.

Small-business owners now have a new place to go for information about retirement planning.

Financial advisers who custody with J.P. Morgan will now have access to a new managed account platform from FundQuest Incorporated.

Grail Advisors has registered two new actively managed fixed-income exchange-traded funds (ETFs): Grail McDonnell Intermediate Municipal Bond ETF and Grail McDonnell Core Taxable Bond ETF.

Cullen Capital Management has launched the Cullen Small Cap Value Fund.

Saturna Capital Corporation, adviser to the Amana Mutual Funds Trust, has launched the Amana Developing World Fund (AMDWX), the third in the Amana Funds family designed for American...

Small- and mid-sized plan sponsors may now have an easier time keeping up with the Joneses with the help of Transamerica Retirement Services’ enhanced Annual Retirement Plan Review.

The Hartford SMART529, offered by the West Virginia College Prepaid Tuition and Savings Program Board of Trustees, has unveiled a Checks and Balances investment portfolio.

American Century Investments has launched a new collective investment trust (CIT) program.

ING Employee Benefits has announced enhancements to its proprietary enrollment software, ING Enroll, including a tailored "quick quote" function, additional automated forms, and enhanced reporting and re-enrollment capabilities.

Touchstone Investments has launched 10 new funds, each featuring multiple share classes for both retail and institutional investors.

Newkirk has unveiled a Roth IRA conversion packet.

Benefits consultant and service provider McCready and Keene has unveiled a recordkeeping platform aimed at small-sized clients.

Commonwealth Financial Network introduced a “vendor-agnostic,” fee-based retirement platform.

Financial Communications, a division of McGraw-Hill Professional and a provider of retirement communication solutions, has launched a new version of its enrollment kit.

The Guardian Life Insurance Company of America is expanding its Retirement Solutions national sales force to offer its retirement products to small and mid-sized businesses across the nation.