Products & Services

Claymore Securities, Inc. has introduced a Web-based tool designed to help financial advisers recommend asset investment strategies to their clients.

Today, Integrity Mutual Funds, Inc. announced a new initiative providing solutions-focused education to its investors and financial advisers.

Prudential Annuities is adding three new options (two optional living benefits and one optional accumulation benefit) to its variable annuities to help investors capture an annuity’s highest daily...

Third Party Administrators (TPAs) now have a new, more efficient way of conducting business – and there are benefits for advisers, as well.

WisdomTree Investments, Inc. is partnering with The Dreyfus Corporation to offer co-branded international cash and fixed income exchange-traded funds (ETFs) as part of the WisdomTree Trust.

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, has launched the SSgA Core Edge Equity Fund, a long-short (130/30) mutual fund that seeks...

MassMutual has adopted an enhanced regional model for its adviser and plan sponsor service operations that it says offers enhanced synergy between sales and service both before and...

WisdomTree Investments, Inc. has announced that the WisdomTree Trust intends to launch an earnings-weighted India exchange-traded fund (ETF) under the ticker symbol EPI in the latter part of...

Legg Mason, Inc. has launched the Legg Mason Partners 130/30 U.S. Large Cap Equity Fund.

Massachusetts Mutual Life Insurance Company has announced enhancements to certain deferred variable annuities in its portfolio of retirement income products.

TIAA-CREF has introduced the Lifecycle Retirement Income Fund, intended for investors who are nearing retirement, are looking to roll over assets to an IRA from a retirement plan,...

UBS Global Asset Management is teaming with Genworth Financial to introduce a guaranteed income for life option.

More than 50 international iShares funds, all of which previously distributed income annually, will begin distributing income twice per year.

CPI Qualified Plan Consultants, Inc., has created a new division to offer common remitter and compliance services to 403(b) retirement plan sponsors.

The Online 401(k) will now offer automatic plan features to its small and single-proprietor business clients.

A Newton, Massachusetts firm, I-Pension LLC, has launched a new retirement plan investment advice program.

OneChicago, LLC, the all-electronic exchange for trading Single Stock Futures (SSFs), a synthetic stock lending and financing tool, today launched the trading of two additional SSFs on exchange-traded...

Fidelity has made significant changes to its Adviser 401(k) platform, including introducing a new custom pricing schedule.

Diamond Portfolio Advisors, LLC, an institutional money manager, has launched a mutual fund based on its track record in managing high quality growth stocks.

Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, has launched the Exchange-Traded Funds (ETF) Center to provide its introducing broker/dealer and independent registered investment...