Products & Services

iNautix (USA) LLC, an affiliate of Pershing LLC and a unit of The Bank of New York Mellon Corporation, has launched a comprehensive suite of business consulting services...

The Financial Industry Regulatory Authority (FINRA) has launched a broad-based advertising campaign aimed designed to drive Baby Boomer investors to the financial tools and educational resources available on...

The Principal Financial Group has a new tool that makes financial liability forecasting for Employee Stock Ownership Plans (ESOPs) easier and more efficient.

John Hancock now offers a program designed to help 401(k) plan advisers capture and retain rollover assets when participants leave 401(k) plans.

The American Stock Exchange on Wednesday announced it has launched trading in six new exchange-traded funds (ETFs) by Rydex Investments.

A coalition of business groups has unveiled a new Web site designed to educate human resource professionals and business executives about automatic 401(k)s and how to implement them.

Milliman, Inc. has released the newest version of its MG-ALFA financial projection software.

Callan Associates has unveiled the Callan DC Index, which allows clients to track how defined contribution (DC) plan decisions impact fund flows, asset allocation, and investment performance.

PowerShares Capital Management LLC has announced three new additions to its family of fixed-income ETFs.

SEI has launched Distribution-Focused Strategies (DFS), which enables advisers to provide clients with consistent distribution levels for retirement.

FundQuest’s managed account platform now includes two of Russell’s managed account programs to independent registered investment advisers (RIAs).

MBIA Asset Management plans to launch two new inflation protected, open-ended funds designed for institutional investors, pension funds, and high-net-worth individuals.

The Principal Financial Group has introduced a new registered Individual 401(k) plan, offered through independent financial professionals, that it says combines the benefits of investment options from Principal...

Transamerica Life Insurance Company has unveiled a new business, Transamerica Retirement Management, Inc., to address workers’ needs to have money during retirement and related financial planning issues.

Blue Ocean Portfolios is launching a full service 401(k) plan that has an average annual total participant cost of 0.79% of assets, including the expense ratios of the...

Kravitz has launched a Web site focused on cash balance plans to help retirement plan advisers, providers, and third party administrators grow their retirement plan business.

Standard&Poor's Equity Research Services has introduced a new market intelligence tool that provides the financial advisory market with a central source of real-time qualitative stock analysis, thematic research,...

WisdomTree Investments, Inc. has announced that the WisdomTree Trust will launch a new small-cap dividend-weighted exchange-traded fund (ETF) on October 30 under the ticker symbol DGS.

Schwab Institutional has introduced a new offering to help advisers manage their human capital needs, including finding new talent, retaining and rewarding existing employees, structuring their organizations more...

Schwab Institutional, a provider of custodial, operational, and trading support for independent investment advisors, has announced new services designed to help advisers retain the management of trust assets.