Products

State Street Global Advisors (SSgA) and the Wharton School of Business have published a study that found 17% of investors use two or more financial advisers–and most don’t...

Van Eck Global has launched what it says is the first U.S.-based exchange-traded fund (ETF) designed to give investors pure-play exposure to the developing Russian economy.

Pershing LLC, a BNY Mellon company, has formed a strategic alliance with Roubini Global Economics, an independent, global economic research firm.

Global X Funds has launched the Global X Waste Management exchange-traded fund (ETF).

UBS Investment Bank is introducing a Securities Research app compatible with iPhone, iPad and iPod Touch devices.

The Aite Group published a report examining how a strong customer relationship management (CRM) tool can positively impact a wealth management practice.  

Bandon Capital Management launched the Bandon Isolated Alpha Fixed Income Fund, a global absolute return-oriented fixed income strategy.

ftwilliam.com, a provider of integrated Software as a Service (SaaS) solutions for third-party administrators (TPAs) and others in the retirement industry, is introducing a DB(k) document. 

GoodHaven, a registered investment adviser (RIA), launched the GoodHaven Fund with a focused portfolio management strategy and a flexible mandate.

The Principal Financial Group has expanded its menu of educational guides for advisers to use with clients nearing retirement.  

Broad Financial's Education Center provides financial advice regarding IRA and 401(k) plans.

TD Ameritrade Institutional is launching the “Veo Mobile” iPad app as part of its "future adviser workstation" objective. 

Prudential Investments has begun offering three new fixed income funds.

401k Widgets' product line has been expanded to include a glossary, checklist, and FAQs.

Bank of America Merrill Lynch’s Advisor Alliance program now has partnerships with 12 recordkeeping partners.

Barclays Capital has launched Barclays Capital Research for iPad, which provides the firm’s institutional clients with access to its research via iPad devices.

AXA Equitable Life Insurance Company has developed applications for use on BlackBerry smartphones, which cover retirement income and life insurance topics.

State Street Global Advisors (SSgA) has launched the SPDR Barclays Capital Issuer Scored Corporate Bond Exchange-Traded Fund (ETF).

Transamerica Retirement Services is launching TPA Choice, a suite of solutions that provides third party administrators (TPAs) the ability to customize how they work with Transamerica.

7Twelve Advisors, LLC launched the 7Twelve Balanced Fund.