Franklin Templeton Investments introduced the Templeton Global Total Return Fund, a multi-sector global bond fund designed to capitalize on fixed-income opportunities around the world.
Morningstar, Inc., introduced a research module offering coverage of U.S. exchange-traded funds (ETFs), including portfolio holdings and Morningstar analyst commentary.
Alliance Benefit Group, LLC, announced the launch of a version of SmartPlan 401, an interactive video-based education and enrollment system designed to engage employees.
Nationwide Retirement Plans announced the launch of its Retirement Clear Advantage, a retirement plan product featuring fee disclosure and institutional class mutual funds.
New Frontier, a Boston-based research and investment advisory firm, partnered with FundQuest to offer exchange-traded fund (ETF) managed account portfolios to financial advisers.
Trust Builders, Inc., provider of educational solutions for retirement planning, made available a distribution strategy utilizing tax management to extend retirement income.
Advisor Software, Inc., announced that Pension Dynamics Corporation will make ASI Portfolio Forecaster available to 401(k) plan participants who are using the firm’s Web-based platform.
Rollover Systems Inc. (RSI), a Charlotte-based rollover management service provider, announced a services suite that it said will help advisers and plan sponsors terminate 401(k) plans.
Calvert launched its latest sustainable and responsible investment (SRI) mutual fund, part of a new series of investment portfolios known as Calvert Solution Strategies.