Products

The Web site myStockOptions.com can serve as a resource for advisers seeking clients with stock compensation and referrals from other professionals.

iShares and Barclays Global Investors launched new adviser-focused 529 plan tools, including a comparison calculator.

Putnam Investments has developed what the firm calls the first suite of target-date funds that integrate target absolute return strategies with traditional mutual funds.

Morningstar, Inc., has launched the latest version of Morningstar Direct, a Web-based platform that connects institutional investment professionals to Morningstar's universe of investment research and data.

Index provider FTSE Group (FTSE) and Record Currency Management, a specialist currency investment manager, have launched the first set of indexes within the new FTSE Currency Forward Rate...

T. Rowe Price now boasts an enhanced Web site for financial intermediaries.

Small-business employers looking for basic guidance about the array of workplace retirement plans from which they can choose can now get their questions answered at a new federal...

In a move the firm said will “better position investors to realize their retirement savings goals,” the JPMorgan SmartRetirement Fund expense caps have been lowered.

TD AMERITRADE Institutional launched a transition tool for breakaway brokers.

MFS Investment Management has introduced Advanced (k), a program designed to help retirement platform wholesalers and retirement advisers expand their retirement plan practice.

State Street Global Advisors (SSgA) announced SPDR Wells Fargo Preferred Stock ETF (symbol: PSK) began trading on the NYSE Arca today with an annual 0.45% expense ratio.

Schwab Advisor Services unveiled enhancements, including a waiver of fees for its merger and acquisition listing service, an online version of its Scorecard tool, and a new client...

Standard & Poor's Index Services has launched what it says is "the first ever public index series designed to measure the average cost of borrowing U.S. equities."

Consulting firm RIA In A Box said it will begin providing review services to help registered investment advisers (RIAs) ensure advertising materials are in compliance.

Akre Focus Fund is now available on four major brokerage platforms: Charles Schwab, TDAmeritrade, Fidelity, and Pershing.

John Hancock Retirement Plan Services has announced a distribution partnership with the financial services firm Edward Jones.

The Guardian Life Insurance Company of America said it was selected to provide retirement products through LPL Financial Corporation’s Retirement Plus Program.

Standard & Poor’s Equity Research Services has upgraded its open-end mutual fund research product for financial advisers with bottom-up research about a fund’s holdings.

Hansberger Global Investors, Inc. (HGI), has announced the launch of the Hansberger Multiple Investment Trust, a collective investment trust (CIT).

New York Life Retirement Plan Services has unveiled a redesigned participant Web page.