Products

Nationwide Financial is introducing a healthcare assessment tool designed to help financial advisers weave healthcare costs into a discussion about retirement planning.  

State Street Global Advisors (SSgA) announced the SPDR Barclays Capital Short Term Treasury ETF and the SPDR Barclays Capital Investment Grade Floating Rate ETF began trading on the...

The Hartford has introduced two fixed index annuities. 

Morgan Stanley Smith Barney has made enhancements to its consulting capabilities for defined contribution plans. 

Dow Jones Indexes launched the Dow Jones RBP U.S. Small-Cap Index. 

Charles Schwab has redesigned its educational website for personal finance. 

UBS Wealth Management Americas (WMA) is adopting a new mobile technology strategy for its financial advisers, called UBS FA Mobile.  

A recently introduced tool from Fiduciary Benchmarks seeks to help plan sponsors optimize their plan design and improve their participants’ retirement readiness.

Transamerica Retirement Services has expanded the core investment platform offered to company-sponsored retirement plans with the addition of 38 stock and bond investment choices.

The Greenwich Roundtable released a white paper discussing how investors can manage complexity of alternative investments to improve their returns.

ADP has launched the ADP ACCESS FlexAccount, a plan-level administration tool designed to give 401(k) plan sponsors greater flexibility in paying plan fees and expenses.

Gold Bullion International (GBI) and The Kingdom Trust Company are collaborating on a physical precious metal alternative investment offering for financial advisers and investors.  

State Street Global Advisors (SSgA) published a white paper outlining tax-management strategies for advisers to implement with clients before the year is out.  

MassMutual Retirement Services launched RetireSmart TV, a series of online videos covering a range of financial topics, featuring Farnoosh Torabi.

A revised handbook for multiemployer plan trustees and administrators has been released from the The International Foundation of Employee Benefit Plans.

The IRA Financial Group, creators of the Self Directed IRA LLC program, has expanded its real estate program to include international investments.

Amerivest Investment Management, a subsidiary of TD Ameritrade, has launched Amerivest Supplemental Income Portfolios powered by Morningstar Associates. 

Principal Funds has launched the Principal Global Multi-Strategy Fund, designed with risk-adverse near-retirees in mind.  

CPI Qualified Plan Consultants has added the mutual funds of Russell Investments to its retirement plan platform. 

Russell Investments has introduced a mobile application based on its adviser-facing website.