Products & Services

Managed Portfolio Advisors (MPA), a division of Nataxis, has recently teamed up with Litman/Gregory to offer managed exchange-traded fund portfolios in Schwab’s Access program.

Retirement Plan Advisory Group, (RPAG), an independent alliance of retirement plan advisors, says that the AUL Retirement Services division of OneAmerica will use RPAG’s Scorecard...

Cash balance plan provider Kravitz announced it has opened a New York office to develop its business in the Northeast and serve existing customers. 

AdvisorShares Investments, LLC will begin trading in the actively managed international exchange-traded fund the WCM/BNY Mellon Focused Growth ADR ETF (NYSE:AADR) on July 21.

Flexible Plan Investments, Ltd., a national provider of actively managed accounts, announced Absolute Return Portfolios with Wolf Pack Advisors are now available to the independent broker/dealer and...

Diversified Investment Advisors has introduced Diversified Direct Mobile that allows participants to monitor their accounts from their mobile devices. 

Dow Jones Indexes has announced the launch of the Dow Jones Long-Term Inflation Indexes. 

PIMCO has unveiled the PIMCO Global Advantage Government Bond Index (GLADI Government) and European Advantage Government Bond Index, two sovereign bond benchmarks designed to capture fixed income investment...

Smart401k, an Overland Park, Kansas-based education provider for employer plans, has unveiled two online offerings. 

The Hartford Financial Services Group, Inc. is launching a new educational campaign to help financial advisers consult with doctors, lawyers, and other professionals on planning for retirement in...

John Hancock Funds has completed the adoption of the Robeco Boston Partners Mid Cap Value Fund and has launched it as the newly established John Hancock Disciplined Value...

National Planning Holdings, Inc. (NPH) announced the launch of WealthOne, a Web-based advisory platform that offers investment strategies and products to all NPH-affiliated advisers.

Brinker Capital has announced plans to launch an absolute return portfolio embedded in a separately managed account (SMA) format.

Virtus Investment Partners has launched the Virtus Premium AlphaSector Fund (Class A: VAPAX), an extension of Virtus' AlphaSector product suite that is subadvised by quantitatively-based investment firm F-Squared...

Rydex|SGI has introduced four mutual funds “that may help investors weather the ups and downs of challenging market environments.”

Russell Investments has announced a new offering that "provides advisers with a next-generation tool that responds to current market conditions while still providing long-term risk management."