Products

Mutual funds from ING Fund Services are now available to Pershing-affiliated broker/dealers (B/Ds) and registered investment advisers (RIAs).  

Global X Funds launched the Global X Russell Emerging Markets Growth ETF (Ticker: EMGX) and the Global X Russell Emerging Markets Value ETF (Ticker: EMVX).

John Hancock Funds launched the John Hancock Alternative Asset Allocation Fund (JAAAX).

Guggenheim Funds Distributors, Inc. has launched the Guggenheim BulletShares High Yield Corporate Bond ETFs.

Russell Investments has launched two new emerging markets indexes.

A new finanical management platform, Merrill Edge, combines the banking of Bank of America (BofA) with the investment strategies of Merrill Lynch.

Efficient Market Advisors, an exchange-traded fund (ETF) separate account manager, is offering professionally managed portfolios οf ETFs to 403(b) plans. 

Wasatch Advisors announced that it intends to close the Wasatch Small Cap Growth Fund (WAAEX) to new investors through most third party intermediary platforms as of January 31,...

AdvisorShares announced it is lowering the expense cap on the AdvisorShares Cambria Global Tactical ETF (NYSE:GTAA).

RiverNorth Capital launched the RiverNorth/DoubleLine Strategic Income Fund, to be subadvised by DoubleLine Capital LP.

Charles Schwab is offering the Schwab U.S. REIT (SCHH) and the Schwab U.S. Mid-Cap (SCHM) exchange-traded funds.

A new video series from the Principal Financial Group is designed to help advisers educate clients about nonqualified deferred compensation plans (NQDC). 

As of January 1, 2011, Ameritas Retirement Plans, a division of Ameritas Life Insurance Corp., is the new name for UNIFI Companies Retirement Plans, in all states except...

Franklin Templeton Investments has introduced the Franklin World Perspectives Fund, an actively-managed, global growth equity fund.

Victory Capital Management announced it is eliminating minimum asset thresholds for retirement plan investors.

The Principal has published a white paper that aims to help advisers guide their plan sponsor clients through the search for the best-fitting retirement plan provider.   

Liberty Street Advisors has launched the Center Coast MLP Focus Fund, an open-end mutual fund, which will invest in midstream energy infrastructure master limited partnerships (MLPs).

Acadian Asset Management LLC has launched the Acadian Emerging Markets Debt Fund, a series of the Advisor’s Inner Circle Fund Series Trust. (AEMDX).

E*TRADE Capital Management, LLC, is expanding its advisory services by offering clients the ability to invest in a unified managed account (UMA).  

Pershing LLC, a BNY Mellon company, announced upgrades to its Advisor in Transition practice management program.