Products

The four funds in the Vanguard LifeStrategy series, which currently feature a mix of passively and actively managed funds, will adopt an all-index approach.

Orion Advisor Services is releasing an updated version of its portfolio management platform, Advisor Desktop.   

State Street Global Advisors (SSgA) announced that the SPDR S&P Aerospace & Defense ETF, SPDR S&P Health Care Services ETF, and SPDR S&P Software & Services ETF have...

The American Society of Pension Professionals & Actuaries (ASPPA) announced the launch of The National Association of Plan Advisors (NAPA).

S&P Indices has launched the S&P Latin America Infrastructure Index.

Transamerica Retirement Management and RetirementJobs.com have formed a partnership to help people over 50 find new sources of income in retirement.   

The Guardian Insurance & Annuity Company has added to its fund line-up and focus list options for plan sponsors who use The Guardian Advantage or The Guardian Choice...

DST Retirement Solutions is rolling out a new strategy intended to help clients optimize the time spent on participant and plan Web sites. 

Schwab Advisor Services has launched a campaign called “RIA Stands for You,” a multi-media initiative to help attract affluent investors to the independent RIA category.

The Financial Services Institute (FSI), an advocacy-driven organization for independent financial services firms and independent financial advisers, has redesigned its Web site.

Vanguard has lowered costs on six index funds.

Klein Decisions, a provider of Web-based software to assist with 401(k) investment decision-making, has expanded its “K4” suite of tools with a small-business platform.

Albridge Solutions, an affiliate of Pershing LLC, a BNY Mellon company, has published a white paper highlighting the common misconceptions associated with the Global Investment Performance Standards (GIPS)....

A guide from the Principal Financial Group provides an in-depth look at how advisers can help plan sponsors develop a retirement plan with the least amount of risk....

New York Life Retirement Plan Services is rolling out a new service model that organizes service teams into core industry practices.

PIMCO has launched the PIMCO Inflation Response Multi-Asset Fund for investors looking to hedge global inflation risks. 

Outsourced technology integration can boost productivity and efficiency for RIAs by up to 30%, according to NFP Advisor Services Group.   

A kasina study reaffirms that financial advisers align superior digital capabilities with the likelihood that they will use products offered by asset managers and insurers. 

Invesco PowerShares Capital Management announced the PowerShares Chinese Yuan Dim Sum Bond Portfolio is expected to begin trading on Sept. 23, 2011. 

Russell Investments will expand its Investment Discipline Indexes (IDIs) to include U.S. small cap indexes.