Products

Fiserv, Inc. will be integrating Morningstar analytics and data into its front-office Financial Advice Solutions, providing advisers retirement income modeling, and financial planning.

FiduciaCare, an online solution for defined contribution plan sponsors and their advisers, is being offered on the Mid-Atlantic Trust Company platform.

IndexIQ has launched the IQ Japan Mid-Cap exchange-traded fund (ETF), which is dedicated to providing access to Japan’s mid-cap stock sector. 

Guggenheim Funds Distributors is bringing to market two actively managed exchange-traded funds (ETFs), which seek to offer access to the fixed income marketplace.

Global X Funds has released the Global X Farming exchange-traded fund (ETF), with the ticker: Barn. 

J.P. Morgan Retirement Plan Services (RPS) has launched an online social media forum for plan sponsor clients, called Voice of the Community. 

Loring Ward Total Retirement (LWTR) will provide advisers the ability to work with a range of retirement plan solutions.

Matthews International Capital Management, LLC, adviser to the Matthews Asia Funds, has launched an extension of its fund lineup to include a portfolio dedicated to investing in small,...

PlanTools has completed its “Revenue Sharing Database,” which houses and automates the disclosure of open architecture and group annuity revenue sharing agreements.

Steven Harding, formerly of Independent Fiduciary Services (IFS), has started P2E Consulting Group LLC.

Russell Investments has launched what it says is the first comprehensive series of Factor exchange-traded funds (ETFs), designed to help investors manage significant risk factors within their portfolios.

Nationwide Financial is introducing IncomeInsight, a resource for advisers to use when exploring a variable annuity with a lifetime guaranteed minimum withdrawal benefit option for clients’ retirement portfolios....

New York Life Investments has developed the Guaranteed Interest Pension Account (GPA) to help mid- and large-size corporate pension plan sponsors and their advisers manage near-term liabilities.

American Century Investments developed its Retirement Service Provider Overview (RSPO) Program to help plan providers and advisers working with plan sponsors collect and document information.

UBS Investment Bank has expanded its ETRACS Exchange-Traded Notes (ETNs) platform with the 2xLeveraged Long Wells Fargo Business Development Company Index.

TD Ameritrade Institutional now offers advisers a research-based software assessment tool that compiles a list of recommended customer relationship management (CRM) programs based on the needs of the adviser....

Mutual of Omaha’s Retirement Plans Division will begin using Fiduciary Investment Reporting Manager (FiRM), which generates detailed investment comparisons for retirement products.

Lincoln Trust Company is rolling out “Managed Models,” a customized portfolio product designed specifically for the retirement industry.

Commonwealth Financial Network has made several upgrades to its Web-based client management tool, Client360. 

Insperity, Inc. announced a streamlined 401(k) deposit feature for its Workforce Optimization Solution clients.