Security Benefit Bulks Up VA Options
The investment lineup of Security Benefit Corporation’s EliteDesigns variable annuity has been expanded by 71 fund options to help advisers manage market volatility.
Products
Fortigent, Central Park Group in Partnership
A strategic partnership between Fortigent LLC and Central Park Group LLC will provide an alternative investments platform for registered investment advisers.
Genworth Unveils Turnkey Offering
GPS Select Solutions, a suite of multi-strategy solutions, was rolled out by Genworth Financial Wealth Management (GFWM).
Natixis Offers Retirement Plans New Share Class
Natixis Global Asset Management (NGAM) is offering “Class N” shares for several Natixis and Loomis Sayles funds.
Thornburg Adds R Share Classes for Two Funds
Thornburg Investment Management Inc. added R share classes for its International Growth Fund (R6) and Developing World Fund (R5 and R6).
Software Aims to Help Boomers Plan Medical Costs
HealthView Services has introduced HealthWealthLink software to help Baby Boomers plan for potentially devastating health care expenses in retirement.
Prudential Unveils Participant Education Website
Prudential Retirement rolled out a mobile-ready website for retirement plan participants.
Lincoln Adapts Fiserv’s Retirement Illustrator
Fiserv announced that Lincoln Financial Group is the first client to make use of its new retirement income technology, Retirement Illustrator.
Altegris Expands Commitment to Adviser Education
An alternative investment educational series begins in Los Angeles with a keynote address by Jeffrey Gundlach, the chief investment officer of DoubleLine Capital.
Russell Adds to Defensive Indexes
Russell Indexes introduced the Russell High Efficiency Defensive Indexes, an index series extending the Russell Defensive Index methodology.
JPM Calendar Shines Light on College Planning
A college savings-themed desktop calendar can be used as a tool to start conversations with clients and highlight the benefits of 529 savings plans.
BNY Mellon Releases Interactive Reporting Tool
The Interactive Analytics Report (IAR) has been added to BNY Mellon’s Workbench Web platform.
Schwab Adds to Target-Date Lineup
Charles Schwab Investment Management Inc. has added to its line of target-date funds (TDFs) with 2045, 2050 and 2055 retail offerings.
N.Y. Firm Rolls Out Precious Metals Platform
Gold Bullion International (GBI) launched a physical precious metals platform for registered investment advisers (RIAs).
Curian Capital Unveils Select Portfolios
Six portfolios from Curian Capital LLC give access to the expertise of research firms, analytical tools and user-friendly technology.
CANNEX Debuts Product Education Platform
A product education platform from CANNEX provides annuity and retirement income educational tools for advisers to use with clients in planning retirement income.
Index Benchmarks Inflation-Hedged Investments
Morningstar Inc. rolled out the Morningstar US Real Asset Index, a diversified portfolio of liquid assets that traditionally provide a hedge against inflation.
CFA Institute Offers Education Program
CFA Institute launched an education program, the Claritas Investment Certificate.
Fidelity Closing Small Cap Discovery Fund
Fidelity Investments is closing Fidelity Small Cap Discovery Fund (FSCRX) to new accounts.
Toolkit Takes on Social Security Issues
Symetra Life Insurance Company unveiled a Web-based retirement planning toolkit for advisers as part of a retirement planning education campaign.