Products & Services

Charles Schwab announced a series of initiatives it said are designed to help independent advisers grow their businesses in today's rough environment.

MSCI Inc. launched the MSCI FX Hedge Indices, designed to help institutional investors decompose and measure the impact of hedging the currency exposure of MSCI equity indexes.

First Citizens Capital Management launched a FundQuest-powered platform for their wealth management business.

Convergent Retirement Plan Solutions and Archimedes Systems have jointly launched RothRetirement.com to help educate consumers about the 2010 Roth IRA conversion.

Mercer launched "equity choice," a new online decision-support tool for employers offering an equity exchange program.

FTSE Group and Record plc, a specialist currency investment manager, have hashed out an agreement to create a new range of currency Forward Rate Bias (FRB) indexes.

InvestorForce, a Wayne, Pennsylvania, software provider, announced an update of its InvestorForce Insight service it said will allow consultants to provide institutional clients with daily access to critical...

Bull Path Capital Management today announced the conversion of one of its long-short hedge funds into a long-short equity mutual fund, the Bull Path Long Short Fund (BPFCX).

Russell Investments has launched the Russell Frontier Markets Equity Fund, a multi-manager institutional fund with a specific frontier markets investment mandate.

The First Trust NASDAQ ABA Community Bank Index Fund (NASDAQ: QABA) is scheduled to begin trading on July 1.

SAM Sustainable Asset Management (SAM), a Zurich-based investment firm, has launched a new mutual fund for U.S. investors, the SAM Sustainable Global Active Fund.

UAT, a Denver-based technology and consulting company, has unveiled Unified Compliance and Control System (UCCS), a pre-trade compliance and real-time risk management system it says will bolster the...

Transamerica Retirement Services unveiled an audio tool to help financial advisers build and maintain profitable business in the growing small-plan retirement market.

In response to the potential for an increase in the number of abandoned or orphaned plans resulting from the down economy, PenChecks has developed the PenChecks Automated Solution...

The Vanguard Group has added a new interactive target-date glide path tool to its Web site to help participants better understand how the asset allocations of the its...

ThriveOn, Inc. has unveiled its Benefits and Open Enrollment Learning Center, designed to help employers educate employees about workplace benefits and financial topics.

MSCI Barra has launched a range of long/short factor indexes based on MSCI indexes and Barra risk models.

Advisor Software, Inc., a provider of wealth management solutions for the adviser market, announced a new release for ASI Wealth Manager, a platform for personalized goal-based investment management.

Commonwealth Financial Network announced the addition of three portfolios with alternative asset classes to its lineup of in-house managed portfolios.

FTSE Group, a global index provider, has launched capital investment tools to help investors identify and gain exposure to the environmental technology sector.