Products & Services

CDM Retirement Consultants, Inc. has come out with two new programs, the CDM Level Compensation Program and the CDM Fee-Based Program, to help advisers comply with fee transparency...

In light of the Department of Labor’s (DoL) latest regulatory pronouncement on offering participant investment advice, DALBAR has already updated its two plan adviser certification programs.

XShares Advisors LLC will develop exchange-traded funds (ETFs) based on carbon emission credits, which allow firms and other organizations the right to emit a stated amount of carbon...

Northern Trust Global Investments (NTGI) has unveiled a Quantitative 130/30 Core Equity Strategy.

Dow Jones has announced the release of a new Web version of Dow Jones Wealth Manager, which it says provides financial advisers with the ability to match news...

Dow Jones Indexes announced that 11 of its U.S. indexes have been licensed to ProShares Trust and its affiliates to serve as the basis of 22 leveraged and...

MG Advisory and CLS Investment Firm, a third party money manager, have joined together to offer a retirement account management service to plan participants, the firms announced.

To help plan administrators keep up with the many legislative provisions impacting their clients in 2007, Nationwide has launched a free, periodic newsletter that will offer ongoing education...

State Street Global Advisors will launch Tuesday an exchange-traded fund (ETF) that that tracks an index of developed and emerging country stocks involved in infrastructure industries such as...

Citing a strong demand for short or magnified exposure to the small cap market, ProShares Thursday launched six new exchange traded funds (ETFs).

An equity compensation Web site has created a new adviser membership level that can help you better track and model stock options grants for your clients.

New York-based XShares Advisors LLC launched five exchange-traded funds (ETFs) on the New York Stock Exchange Tuesday, with each aimed at a segment of the health care, life...

AssetMark Investment Services, Inc. has announced a new investment product designed to address the income and long-term investing needs of retiring baby boomers.

Oppenheimer Asset Management has announced a new managed accounts product.

Benefits advisers, consultants and third-party administrators (TPAs) are now able to produce branded total compensation statements easily and inexpensively for clients with the release of new software.

Meridian Business Group is offering advice to 401(k) plan participants who are unsure how to allocate funds, balance their investments, or investigate investment options through its Retirement Asset...

Barclays Global Investors filed with the Securities and Exchange Commission (SEC) last week to offer the first exchange-traded fund (ETF) that tracks the high-yield corporate bond market.

Commonwealth Financial Network now offers Jefferson National Life Insurance Company’s flat-insurance fee variable annuity on its platform, the firms announced last week.

State Street Corporation has come out with a Web-based tool that gives retirement plan participants direct and secure access to personal payment information and account transactions.

Colorado-based PVG Asset Management Corporation has made its Hedged Portfolio Management accounts available to 401(k) plans and participants.