Products

Convergent Retirement Plan Solutions, LLC, and Archimedes Systems, Inc., released the Roth IRA Conversion Optimizer for financial advisers.

Geneos Wealth Management announced the latest improvement to its technology platform, Artesian CRM 3.0.

For advisers interested in selling or learning more about long-term care insurance, SellingLTC.com offers a free resource center.

Northern Trust announced Tuesday the scheduled closing of Northern Exchange Traded Shares (NETS) traded on NYSE Arca for February 20.

State Street Global Advisors (SSgA) has launched the SPDR Barclays Capital Short Term International Treasury Bond ETF (symbol: BWZ) and the SPDR Barclays Capital Mortgage Backed Bond ETF...

T. Rowe price unveiled a Web resource for advisers, featuring customizable and downloadable data to the firm's mutual funds.

The Hartford is launching an electronic application process for its SMART529 accounts.

ijoin has introduced a new turnkey 401(k) enrollment solution it says will offer greater efficiency and effectiveness while helping participants make sound investment choices.

ProNvest Inc. has rolled out a new service designed to assist plan sponsors with their fiduciary liability in offering managed accounts.

Charles Schwab&Co. has launched Real Life Retirement Services, to provide practical help for people making the transition to retirement.

Equity plan solutions provider Transcentive has announced the release of version 10.0 of the Express Equity suite of products, which includes the Express Options software solution.

The Denver-based ePlan Services announced it has been selected by SunTrust Banks to help develop an online 401(k) for the small end of the retirement plan market.

Prudential is hosting a Webinar called "Conversations About Retirement..What Do I Do Now?" Tuesday at 1:30 p.m.

Two new exchange-traded funds (ETFs) sponsored by Barclays Global Investors have been listed on the NASDAQ.

The Vanguard Group has introduced a bond index fund for use by Vanguard funds, including Vanguard's Target Retirement and LifeStrategy funds, which invest in other Vanguard offerings.

Matrix Settlement&Clearance Services, LLC (Matrix), a Matrix Financial Solutions affiliate company, announced an expansion of its Money Market Portal product, Money Fund Monitor.

SPDR University, State Street's educational resource for investment professionals, introduced an on-demand Webcast to help financial advisers retain client relationships during uncertain times.

Exchange-traded fund (ETF) sponsor and index developer WisdomTree has announced a name change to a number of its portfolios.

Van Eck Global has launched what it calls the first exchange-traded fund (ETF) focused on Indonesia.

The DALBAR Adviser Audit has been updated to comply with new advice rules.