Products

Pershing LLC, a BNY Mellon company, has added Altegris, Invesco and TIAA-CREF funds to FundVest, Pershing’s no-transaction fee mutual fund platform.  

Invesco PowerShares announced that it plans to close two of its Active exchange-traded fund (ETF) portfolios.

MSCI has launched a new platform to provide asset managers with a suite of tools to better manage environmental, social, and governance (ESG) investments.

DALBAR, Inc. has developed a fiduciary designation program, called the 401(k) RF Designation, which identifies advisers capable of acting as fiduciaries and cements it in writing.

ING’s U.S. Retirement division announced a plan to expand its reach to small- and mid-sized corporate retirement plans and to support the distributors that serve this market.

Schwab Advisor Services is introducing a consultative program, “Managing Client Profitability,” designed to help advisers grow their business through effective client segmentation.

Convergent Retirement Plan Solutions has developed a subscription-based IRA portal for financial professionals, called IRAstuff.com.   

Strategic Insight has rolled out its annual report on mutual fund fees and expense benchmarks.

The ING Foundation has developed a program that offers girls practical, hands-on investing experience, and allows them to use their gains towards paying for college.

kasina’s latest report, Mastering ETF Distribution, describes methods asset managers should use when trying to attract advisers to use their exchange-traded funds (ETFs).

Pershing LLC, a BNY Mellon company, has added more than 20 providers to its ValueAlliance program.

The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration will host a free Spanish-language retirement savings Webcast on June 22. 

John Hancock Retirement Plan Services (RPS) rolled out an update to its iPad application for its PRIME Elements sales tool.  

Invesco PowerShares Capital Management LLC is rolling out a suite of nine PowerShares Fundamental Pure Style exchange-traded funds (ETFs). 

UBS released two exchange-traded notes (ETNs), adding to its family of ETRACS – Exchange Traded Access Securities.

Vanguard has launched the Vanguard Emerging Markets Select Stock Fund, an actively managed emerging markets equity fund that will employ four global advisory firms. 

eRollover has introduced eRollover for Advisors, an online marketing solution for financial advisers that will offer help about growing practices and provide member matchmaking services from the eRollover.com...

The National Registry for Unclaimed Retirement Benefits (NRURB) is designed to support fiduciaries and custodians holding retirement benefits that have been left in the plan, unclaimed by missing...

ING’s U.S. Retirement Services business will be offering ESG Managers Portfolios to participants in many ING-administered defined contribution (DC) retirement plans.

Neuberger Berman Group LLC launched the Neuberger Berman Global Allocation Fund, which is the firm’s first global portfolio with broad investment latitude and an emphasis on risk management...