Products

The Retirement Income Industry Association (RIIA) and HealthView Services have developed a retirement income management software solution that includes a portion dedicated to unforeseen healthcare costs.   

Fidelity's newest unified managed account (UMA) offering, Personalized Portfolios, provides daily risk management and tax-sensitive investing previously reserved for institutional investors.  

ExpertPlan, Inc. has been selected by GWN Securities, Inc. to provide a customized defined contribution and defined benefit retirement program to their national network of more than 700...

Barclays Capital announced the launch of a new Emerging Markets Tradable Local Currency Bond (EMLOCAL) Index.

Westwood Holdings Group, Inc. has closed the WHG SMidCap Fund (WHGMX) to new investors.

The retirement services division of American United Life Insurance Company (AUL) announced today that it will offer Advent Custodial Data (ACD) to its advisers.  

When the going gets tough, the best employers stand by their employees – and they’re willing to share how.

SEI has partnered with Allfunds Bank to offer a greater choice of investment solutions for Shariah investors in the Gulf Cooperation Council (GCC).

UBS Global Asset Management has launched the UBS Fixed Income Opportunities Fund.

InvestorForce, Inc. and eVestment Alliance are expanding the partnership they formed last year, the two companies announced.

The Buckingham Family of Financial Services has acquired Advisors Access, a turnkey 401(k) program, from Capital Directions.  

TD Ameritrade Institutional has been collaborating with third-party technology providers in order to open its Application Programming Interface (API) with its VEO management platform.   

In retirement plans that offer Vanguard Financial Planning Services, participants nearing retirement now have free access to a Vanguard Certified Financial Planner.

Robinson & Associates, a Boise, Idaho-based company that helps advisers with client retention, is introducing the Customer Lifetime Value (CLV) calculator.  

Janus Capital Group has launched the Janus Global Bond Fund and Janus Emerging Markets Fund.

Van Eck Global has changed the name of its nuclear energy exchange-traded fund (ETF) to Market Vectors Uranium+Nuclear Energy ETF.

Prudential Investments announced the launch of its Q Share class for select mutual funds; designed to meet fee transparency needs of group retirement plans.

Howard Capital Management (HCM) and Folio Institutional have made an arrangement to enable Folio-affiliated advisers and their clients to use HCM’s retirement plan analysis tool.  

WisdomTree is introducing the WisdomTree Managed Futures Strategy Fund (WDTI).

Everence Capital Management launched the MMA Praxis International Index Fund (MPLAX for Class A Shares, MPLIX for Class I Shares).