Products

 J.P. Morgan has enhanced its regulatory reporting services for money market funds to assist asset managers in complying with the Securities and Exchange Commission(SEC) revised Rule 2a-7 requirements.  

A new Fidelity program, “Expand Your Practice,” is intended to help registered investment advisers (RIAs) analyze their readiness to grow through mergers, acquisitions, or hiring new people.

CPI Qualified Plan Consultants, Inc. announced that the Delaware Investments family of mutual funds has been added to its retirement plan platform.

PIMCO has launched the PIMCO High Yield Spectrum Fund.

The Unified Managed Account Exchange, UMAX, will provide independent registered investment advisers (RIAs) with more flexibility and allow them to expand investment options for clients.

The SPARK Institute has published the final version of its Best Practices for ERISA-covered 403(b) plans that must file a full Form 5500. 

 Prudential Investments has launched IPS Scorecard, a tool that helps financial advisers and their plan sponsor clients assess whether their fund lineups meet the criteria in their investment...

 State Street Global Advisors (SSgA) has announced that the SPDR S&P Global Natural Resources ETF (Symbol: GNR) began trading on the NYSE Arca on Tuesday.

Dow Jones Indexes has launched the Dow Jones Emerging Markets Consumer Titans 30 Index, measuring the performance of 30 leading consumer goods and consumer service companies in emerging...

The Insured Retirement Institute (IRI) has published a new version of their retirement-planning resource for financial advisers.

Standard & Poor's has launched the S&P 500 Dynamic VEQTOR X Index, a companion strategy index to the S&P 500 Dynamic VEQTOR Index which was launched last November.

Transamerica Retirement Services has expanded its lineup of available investment choices and investment styles for the small- and mid-sized plan markets.

Charles Schwab is expanding its “MoneyWise” program to Facebook, aiming to attract more Gen Y users.

Paychex offers clients a solution for electronically reviewing, signing, and transmitting Form 5500 to the U.S. Department of Labor (DoL) through the Paychex Online Retirement Services Web site.

Diversified Investment Advisors, Inc., has launched “Your Money Matters” on Facebook to share and explore retirement and personal finance issues and trends with consumers.

J.P. Morgan Funds has launched a new equities mutual fund, the JP Morgan Research Equity Long/Short Fund.

Invesco PowerShares has entered into an agreement with Keefe, Bruyette & Woods, Inc. (KBW) for exclusive licensing to four indexes covering the financial services, REIT, and property &...

Vanguard has introduced eight new index mutual funds and nine new exchange-traded funds (ETFs) based on S&P domestic stock benchmarks.

The system, WealthCentral, allows registered investment advisers (RIAs) to integrate several programs into one centralized website.

Vanguard has introduced a new Web-based service that enables individuals to compare income annuities from leading insurance companies.