Products & Services

Archimedes Systems introduced the College Savings Planner application to help financial institutions engage with smartphone users.

Allianz Life Insurance Company of North America announced that it has formed strategic relationships with seven broker/dealers to add the Allianz Retirement Pro Variable Annuity to their advisory...

Mercer has launched “RetireTALK,” an online retirement planning and education platform for participants in its 401(k) retirement plans.

Commonwealth Financial Network has partnered with Erado Message Control to offer advisers a social media compliance solution. 

National Advisors Trust Company has partnered with Advisors Asset Management, Inc. (AAM), an investment partner for broker/dealers and advisers with fixed income securities solutions. 

National Advisors Trust announced an agreement with EPIC Advisors, Inc. to provide a branded 401(k) program with open-architecture and daily valuation services to its shareholder adviser firms.

A free 401(k) fee calculator on AARP’s Web site aims to help investors better understand 401(k) fees and their potential impact on retirement savings.

UBS Investment Bank announced that it added to its suite of E-TRACS exchange-traded notes (ETNs) an E-TRACS linked to the Wells Fargo Business Development Company (BDC) Index.

ING DIRECT USA’s broker/dealer subsidiary, ShareBuilder Securities Corporation, will be renamed ING DIRECT Investing, Inc.

Mutual of Omaha said it will begin offering a plan-level fiduciary service option to its retirement plan customers.

Millennium Brokerage Group launched Physicians 401k, a multiple employer plan (MEP) designed for physicians and their practices.

Russell Investments launched the Advisor Health Index, a tool that provides financial advisers with a high-level "health" assessment of their practice in comparison to other advisory firms.

National Advisors Trust Company has added Envestnet UMA – a customizable unified managed account solution – to its platform for registered investment advisers (RIAs).

New York-based asset manager Van Eck Global has launched Market Vectors Investment Grade Floating Rate ETF.

BrightScope’s CEO says there is a need in the marketplace for investors to have more quantitative data when selecting a financial adviser.  

BNY Mellon institutional clients will be given access to Private iQ, a private capital benchmarking service, developed by the Burgiss Group.

Index provider Dow Jones Indexes announced the development of a new index family.

Castle Rock Innovations, LLC (CRI) has rolled out a servicing platform that it says addresses the Department of Labor’s 408(b)(2) fee disclosure requirements.

AXA Equitable Life Insurance Company has partnered with Wilshire Associates Incorporated to help plan sponsors meet their fiduciary obligations in screening, selecting and monitoring investment options.

ING U.S. Retirement Services has been selected as the retirement plan service provider for the Mount Holyoke College Defined Contribution Retirement Plan.