Products

Vanguard is adding to its family of 30 actively managed stock funds the Vanguard Explorer Value Fund, which focuses primarily on stocks of small and medium-sized U.S. companies.

Callan Associates’ Performance Evaluation Program (PEP) has new features and data in its reporting platform.

An Illinois-based retirement plan consulting firm has introduced a Fiduciary Fitness Review for plan sponsors.

Retirement plan advisers looking to help participants (and plan sponsors) find a retirement income solution have another option to consider.

Fee-based retirement advisers can now work with Paychex Retirement Services, which previously only worked with commission-based advisers.

Charles Schwab & Co., Inc. is expanding its fixed income offerings with four Municipal Bond Ladder Separately Managed Account (SMA) strategies managed by PIMCO.

Nautical Capital Management LLC has launched its commodity-based absolute return strategies.

Eaton Vance Management has filed an application with the Securities and Exchange Commission (SEC) to create and operate five actively-managed exchange-traded funds (ETFs).

J.P. Morgan Investment Management Inc. has filed applications with the Securities and Exchange Commission (SEC) to create and operate an actively-managed exchange-traded fund (ETF) and two index ETFs.

Retirement Plan Advisory Group (RPAG) has announced that its proprietary Scorecard System will now track, monitor, and rank more than 300 exchange-traded funds (ETFs).

The Principal Financial Group unveiled Web tools to help advisers with estate planning.

To help educate investors about the potential benefits of building a tax-diversified retirement portfolio, Fidelity is launching a "Tax-Smart Investing" seminar.

Schwab is making additional resources and tools available to investors, independent investment adviser clients, and 401(k) plan participants designed to help navigate Roth IRA conversion decisions.

Eagle Asset Management's Eagle Investment Grade Bond Fund opened to investors March 1.

Folio Institutional and Alliance Benefit Group Carolinas have teamed up to offer Folio(k).

BrightScope has linked up with Acceleration Retirement to offer prospecting and acquisition tools for retirement plan advisers.

RidgeWorth Investments said its new whitepaper highlights how a portfolio with an allocation to mid-caps had a better risk/reward relationship than a portfolio without—over both short and long...

Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said its new book, “Crossing the Sea,” helps its advisers illustrate the retirement journey to their clients.

Two providers have teamed up to offer a new 401(k) services.

BB&T Retirement Services has launched a redesigned Web site for defined contribution participants.