Products & Services

Effective immediately, Charles Schwab is rebating the program fee on their professionally managed mutual fund portfolios.

New York Life Insurance Company has launched a site for female consumers, providing them access to detailed information and organizational tools for helping meet financial goals.

Bear Stearns Asset Management (BSAM) announced the launch of the first actively managed exchange-traded fund (ETF).

Charles Schwab has introduced a suite of funds designed to generate a targeted annual payout.

Charles Schwab has introduced a suite of funds designed to generate a targeted annual payout.

In conjunction with FundQuest, TD AMERITRADE Institutional is introducing Select Portfolio Solutions, a new managed accounts platform for registered investment advisers (RIAs).

Thrivent Asset Management has launched two new mutual funds to offer investors access to diversified international investing and to help protect investors in retirement from inflation.

ING has announced it is making available 403(b) plan documents public schools can adopt to meet the new IRS 403(b) requirements by January 1, 2009.

Sun Life has added three diversified fund family portfolios to further boost adviser choice when determining the best option for clients.

Touchstone Investments is expanding its product offering with the introduction of the Touchstone Mazama Institutional Growth Fund.

TIAA-CREF, provider of retirement services in the academic, medical, and cultural fields, has announced the addition of international equity investments to its CREF Social Choice variable annuity account.

A new online account management tool from The Principal Financial Group provides retirement-focused financial professionals fast, tailored access to client data, according to a company announcement.

Plan document provider ftwilliam.com has released two new 403(b) plan documents, updated with the 2007 final regulations.

Chicago-based Envestnet has unveiled the Envestnet Sustainability Platform that integrates three major components to incorporate the tenets of sustainability into the process of constructing client portfolios.

Transamerica IDEX Mutual Funds has a new name: Transamerica Funds.

Van Kampen Retirement Strategy Trust today filed a registration statement with the U.S. Securities and Exchange Commission for 10 new lifecycle funds.

Morningstar has unveiled Morningstar Site Builder, a Web-based platform consisting of Morningstar’s financial adviser tools, content, and reports that investment firms can add to their existing adviser Web...

Claymore Securities, Inc. has announced that eight of its exchange-traded funds (ETFs) are included as underlying investments in the Fiserv Trust Target Date Blueprint Funds.

Parametric Portfolio Associates and IW Financial have teamed up to design customized tax-managed separate accounts strategies for advisers and institutions seeking to incorporate socially responsible, faith-based, terror-free, and...

A suburban Philadelphia company has launched three exchange-traded funds (ETFs) on the New York Stock Exchange.