Products

The SPARK Institute has released a draft of data standards for investment product providers and recordkeepers to help them fulfill their part of the upcoming fee disclosure rules.

Fiduciary Management Associates (FMA), a Chicago-based institutional investment manager, launched its Small-Mid (SMID) Cap Value Equity Strategy.

MetLife wrote a paper to help plan sponsors understand their new obligations regarding investment-related performance and fee information disclosures to participants of ERISA plans.

Principal Financial Group is introducing The Principal Warranty, designed to help financial professionals, third party administrators (TPAs) and plan fiduciaries manage potential risks.

Forward Management, LLC, is introducing a no-load “investor” share class for three of its real estate and infrastructure funds.

UBS Wealth Management Americas is rolling out a number of enhancements in its multi-year technology roadmap for the equity compensation plan services business.

Independent investment adviser Hutchens Investment Management, Inc. has merged with New Leaf Asset Management, LLC.

Fred Reish and Bruce Ashton of Drinker, Biddle & Reath LLP have co-authored a paper describing how Securian Retirement’s fee disclosure and revenue sharing process can help plan...

Huntington Asset Services will be assisting Longview Capital Management LLC with its first mutual fund offering.

Commonwealth Financial Network has partnered with Broadridge Financial Solutions to offer its advisers access to Broadridge’s Forefield applications.  

Ascensus announced a partnership with Edward D. Jones & Co. to offer its open-architecture retirement plan platform, SingleSource, to a wider client base.

The Wagner Law Group, specializing in ERISA, employee benefits, executive compensation and estate planning, has opened a New York office, near the city of Buffalo.

Hermes Real Estate Investment Management has partnered with UOB Global Capital and Hampshire Real Estate Companies to launch a closed-end commercial real estate income fund.

In order to meet the firm’s expanding client service needs, Drinker Biddle & Reath LLP has created a Financial Services ERISA Team.

Kravitz has announced the upcoming launch of what it called the nation's first ever Cash Balance Daily Access online portal. 

WisdomTree has brought its WisdomTree Global Real Return Fund (RRF) to the NYSE Arca.

Charles Schwab has launched the Schwab U.S. Aggregate Bond ETF, which aims to provide broad exposure to U.S. taxable bond market.

ProShares released an exchange-traded fund that seeks to provide hedge fund benefits without the same investment challenges.

Nationwide Financial has chosen DST Global Solutions’ investment analytics solution, Anova, to strengthen its managed account performance measurement and reporting capabilities.

Van Eck Global has released its Market Vectors CEF Municipal Income ETF (XMPT), the first exchange-traded fund (ETF) to specifically focus on closed-end municipal bond funds.