Products
MFS Offering Free Access to TPA Search Service
MFS Investment Management has teamed with TPA(k)nowledge.com to offer complimentary access to TPALocator Service, a national network of third-party administrators (TPAs).
S&P Brings On Israeli Indexes
Standard & Poor's and Harel Financial Group launched a suite of sector indexes covering a range of companies within the Israeli equity market.
DALBAR Creates Fee Disclosure Solution
DALBAR and FiduciaryPlanReview.com announced a joint venture to deliver fee disclosure materials that will be required by brokers/dealers under the new 408(b)(2) regulations.
Neuberger Berman Introduces Large Cap Value Fund
Neuberger Berman is introducing the Neuberger Berman Large Cap Value Funds in A, C and Institutional Classes (ticker symbols pending).
American Beacon Adds High Yield Opportunities Fund
American Beacon Advisors announced the addition of American Beacon SiM High Yield Opportunities Fund (Ticker: SHOIX) to its family of mutual funds.
S&P Indexes Blend Equities and Treasuries
Standard & Poor's launched a series of indexes intended for investors with varying risk-reward profiles.
GFWM Adds Alternative Specialist
Genworth Financial Wealth Management (GFWM), a subsidiary of Genworth Financial, has added alternative investments specialist Altegris Advisors as a portfolio strategist.
ProShares Launches TIPS ETF
ProShares, a provider of alternative exchange-traded funds (ETFs), has launched what it says is the first ETF that provides inverse exposure to U.S. Treasury Inflation-Protected Securities (TIPS).
BPAS to Offer 408(b)(2) Data via Fiduciary Benchmarks
Recordkeeper BPAS has partnered with Fiduciary Benchmarks to provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to all BPAS clients.
Forward Management Launches Commodity Long/Short Fund
Forward Management, LLC has created the Forward Commodity Long/Short Strategy Fund (FCOMX).
Guggenheim Partners Launches Advisory Services
Guggenheim Partners, a financial services firm, established the Guggenheim Investment Advisory division to serve the needs of investment advisers and other financial intermediaries.
Bishop Asset Management Launches Volatility Flex Fund
Bishop Asset Management is introducing the Bishop Volatility Flex Fund (VFF).
Hartford Adds Real Return Objective to Tax-Free Fund
The Hartford Mutual Funds announced an enhancement to the investment objective and strategy of The Hartford Tax-Free National Fund.
Investment Manager Releases Long/Short Fund
361° Capital, an investment management firm focused on managing alternative investments for institutions, has launched its first mutual fund, the 361° Absolute Alpha Fund.
Gabelli Changes Global Fund Name
The Gabelli Global Deal Fund has changed its name to The GDL Fund, effective January 14, 2011.
Turner Brings Out Three Long/Short Funds
The Turner Funds is introducing three alternative, or long/short, stock mutual funds.
MassMutual Launches Participant Education Solution
MassMutual's Retirement Services Division has created RetireSmart, a participant education program.
BB&T Funds Renamed Sterling Capital Funds
Sterling Capital Management announced that effective as of February 1, BB&T Funds have been renamed Sterling Capital Funds.
TD Ameritrade Offers Professional Development Tools for RIAs
TD Ameritrade Institutional is launching TD Ameritrade Advisor Education, a customizable learning management system for independent registered investment advisers (RIAs).