Products & Services

Barclays Global Investors (BGI) introduced a resource for financial advisers to identify third-party managers (TPMs) who offer model ETF portfolios.

Calamos Advisors LLC said that Calamos Global Funds PLC has renamed two of its UCITS funds.

NorthStar Systems International, a provider of wealth management software solutions, unveiled the NorthStar Integrated Wealth Planning Solution.

The Financial Industry Regulatory Authority (FINRA) released two online tools designed to help investors spot and resist investment fraud, the agency said.

The Hartford's Institutional Solutions Group has reopened The Hartford MidCap Fund (Class Y Shares) to institutional investors.

Northern Trust has expanded its lineup of target-date investment solutions with a series of multi-manager funds for ERISA-qualified defined contribution retirement plans.

DST Retirement Solutions announced its provider clients can now deliver compliance test results to sponsors electronically, via a client-branded Web site.

Charles Schwab has released a report for independent advisers, examining how some of the industry's most successful advisers manage their business.

Less than a year after their launch, Allstate has pulled the plug on its Allstate ClearTarget funds.

A Los Angeles-based firm has rolled out a retirement plan customized for small business owners.

UNIFI Companies Retirement Plans has announced a new offering targeting the $3 million to $20 million retirement plans market.

E*Trade Financial Corp. said it is shuttering four index funds, with a total of about $400 million in assets, because the offerings were unable to attract enough assets...

Perspective Partners, a firm specializing in measuring 401(k) plan effectiveness, has launched a savings stimulus campaign providing free assistance to businesses.

Mercer has recently added two personalized online retirement planning tools to its base service offering for defined contribution (DC) plan administration clients.

Transamerica Retirement Services said it has launched a program to help retirement plan participants weather the financial storm, create a successful investment plan, and regain confidence in their...

PT Marketing said its new 401k Appointment Setting program introduces financial service and insurance professionals to companies with 401(k) programs.

The American Society of Pension Professionals&Actuaries (ASPPA) has begun offering education, including a new credential and certificate program, for professionals who specialize in the tax-exempt and governmental retirement...

RiverSource Investments announced the launch of the RiverSource Recovery and Infrastructure Fund.

Morningstar, Inc. has launched a family of asset allocation indexes, designed to benchmark target-date and target-risk investment products.

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