Products

The new fund leverages Russell’s multi-asset investing strengths and is in response to advisers seeking lower-volatility, equity-like returns.

Northern Trust rolled out a Diversified Frontier Markets Index Strategy.

Clark Capital Management Group added three of its retail strategies to their roster of Navigator 401(k) Solutions.

Schwab Intelligent Technologies will launch a review site featuring ratings and adviser feedback on providers.

 Focus Financial Partners LLC launches industry-wide succession planning solution.   

Invesco Distributors Inc. rolled out an iPad app designed specifically for advisers who work closely with defined contribution (DC) retirement plans.

An adviser-focused program for volatility management, income generation and perspectives on the market (VIP) was unveiled by Pioneer Investments.

Investors wanting to know more about exchange-traded funds (ETFs) can visit the ETF Education Exchange.

Wealth Trace released a new version of its online retirement planning software for financial advisers.

Asset manager Nepsis Capital Management has integrated Lincoln Trust retirement plans into its wealth management practice.

Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.

Boulevard R’s Retiremap was developed to help employers and plan sponsors with retirement plan education.

Great-West Financial launched new funds in its Premier Key 401(k) investment program.

The Schwab Advisor Center iPad application gives advisers access to client data, such as balances, positions and transactions.

National Life Group launched SecurePlus VIP (Value and Income Plan) for the 401(k) market.

 Linking technology to business needs is essential for true integration, yet many advisers still struggle with identifying a fully integrated solution.     

Envestnet and Symetra Investment Services (SIS) have partnered on an analytic, reporting and practice management solution.

BlackRock Inc. expanded its iShares exchange-traded funds (ETFs) business, adding seven portfolio options to the iShares 529 Plan. 

MFS Investment Management added five funds to its Lifetime Funds target-date suite, now offering funds in five-year increments through 2055. 

Misconceptions about liability-driven investing (LDI) prevent many investors from implementing this strategy.