Products

Matthews International Capital Management, LLC (Matthews), adviser to the Matthews Asia Funds, has introduced an Institutional share class for nine of the Matthews Asia Funds.

Pioneer Investments is partnering with Fiduciary360 (fi360) “to help prepare advisers for an increasingly fiduciary future.”

Lincoln Financial Group and Humana Inc. have formed a distribution partnership enabling 2,000 Humana agents to offer Lincoln's products.

The Principal Financial Group has introduced the Principal Advisor Compensation Application to provide direct access to a consolidated and summarized view of compensation statements.

Working with industry experts, the CFA Institute has published an investment guide for charitable organizations, donors, and beneficiaries.

Securian Retirement has teamed with 401(k) Advisors to offer a 3(38) investment management fiduciary service.

Morningstar has launched its latest free mobile Morningstar.com application for Android smartphones that aims to help investors track their portfolios and monitor the markets.

Russell Investments is providing transition management data to the Inalytics TIPS (Transition Implementation Performance Standards) database.

TD Ameritrade is offering retail investors and independent registered investment advisers (RIAs) access to new issue municipal market through M.R. Beal.

Putnam introduced its new online Wealth Management Center that features commentary on a variety of financial planning subjects, among other features.

MassMutual's Retirement Services Division announced improvements to its system for third-party administrators (TPAs) that automates and simplifies plan document processing.

The Companies of OneAmerica have launched Premier Trust for plans with assets of $5 million and above.

Putnam Investments announced that the total expense ratios across its four Absolute Return Funds have been reduced by as much as 54%.

Pulse Logic has published the results of the second of two studies on third-party administrators, analyzing performance benchmarks and best practices.

BofA Merrill Lynch Global Research introduced the Global Financial Stress Index (GFSI), a cross-market gauge of risk, hedging demand and investment flows.

J.P. Morgan Funds, the mutual fund arm of J.P. Morgan Asset Management, announced that J.P. Morgan Insights are now available as podcasts on iTunes.

AllianceBernstein has launched Secure Retirement Strategies (SRS), a target-date solution that provides guaranteed lifetime retirement income to participants of large defined contribution (DC) plans.

Prudential introduced the Prudential Protection Account in response to the financial crises and plan sponsors’ demand for products with built-in guarantees.

Pershing Advisor Solutions, a BNY Mellon company, will be hosting a series of practice management forums in Atlanta, Seattle, and Boston in the next few weeks.  

Working off the “unified managed household” (UMH) advice model, Envestnet says it has created the industry’s first advisory platform with integrated analysis, guidance, and reporting features.