Products

Artisan Funds has announced the launch of Artisan Global Equity Fund (ARTHX).

State Street Global Advisors (SSgA), the investment management business of State Street Corporation, has entered into an agreement with Nuveen Investments regarding the management of several municipal bond...

Morningstar, Inc., has launched a complete upgrade of Morningstar Advisor Workstation, its research and investment planning software platform used by financial advisers.

RLP Capital, Inc., has launched The Green 401k, which offers more than 130 socially responsible mutual funds, as well as over 8,000 traditional mutual funds.

The NASDAQ Stock Market offers a new Web resource center for financial planners.

Curian Capital, LLC, a provider of a fee-based wealth management platform for financial professionals, has added two strategies to its Custom Style Portfolios.

ING's U.S. operations, which merged its annuity and rollover businesses to form ING Financial Solutions last year, has added what it said is a simpler, lower-cost variable annuity...

The Internal Revenue Service (IRS) is conducting an audio forum on its new determination letter program for qualified plans.

The Islamic Medical Association of North America (IMANA) and Benefit Plans Administrative Services, Inc. (BPAS) have announced the creation of the IMANA Multiple Employer Retirement Plan Trust.

MetLife Resources, a division of MetLife, has made available IRS Form 5500 filing services to its 403(b) clients.

Dow Jones Indexes has announced the launch of the Dow Jones UAE 25 Index, which measures the performance of the 25 of the largest and most liquid equity...

Morningstar, Inc. has launched the Morningstar Document Library, an online repository of documents covering investment products.

Hand Benefits & Trust, a BPAS company, has announced that the MIZAN Fund, a Shariah-compliant collective investment fund, is now available upon request through Nationwide.

Putnam Investments is making its interactive Roth IRA Conversion Evaluator available to both advisers and their clients.

Vantagepoint Investment Advisers, LLC (VIA) has announced investment strategy changes to the Vantagepoint Milestone Funds.

Smart401k has released a new proprietary retirement planning tool that provides clients with a way to track progress toward their retirement goals and determine how changes in retirement...

Northern Trust has launched a new investment fund platform that will consist of a series of collective funds sub-advised by investment managers retained and overseen by Northern Trust.

Unum has released a new series of educational videos to help Spanish-speaking customers learn about its employee benefits products and services.

A new service called 401(k) Rekon aggregates and lists resources offered to financial advisers by 401(k) plan providers.

Fidelity Investments has created a Client Experience organization within its institutional division in order to meet the “evolving demands” of independent advisers, broker/dealers, traders, and family offices.