Products & Services

Standard Retirement Services has launched two new retirement savings campaigns designed to promote enrollment, increase contributions, and motivate ongoing asset allocation review.

Standard & Poor’s will revamp its style indexes later this year by, among other things, dropping one of seven factors traditionally used to determine stock level style scores.

ING’s U.S. Retirement Services operation has introduced a new Web tool for customers to help them determine if they are on track to achieve their financial objectives in...

By taking a picture of TIAA-CREF’s advertisements, smartphone users can link up with an investment consultant.

Vanguard is implementing a “cooling off” period for the fund giant’s best performing fund of 2009.

The Financial Planning Coalition launched a Web site to serve as the central point of its efforts to require more fiduciary accountability.

The Financial Planning Association (FPA) said it unveiled a tool to help financial planners guide families to smart college choices.

J.P. Morgan’s Depositary Receipts (DR) Group announced the launch of its Issuance & Cancellation (I&C) Lock, a solution allowing broker/dealer clients to purchase a contract that establishes a...

ING U.S. Retirement Services has rolled out a number of new initiatives to enhance support to its third-party administrator (TPA) partners.

Small-business owners now have a new place to go for information about retirement planning.

Financial advisers who custody with J.P. Morgan will now have access to a new managed account platform from FundQuest Incorporated.

Grail Advisors has registered two new actively managed fixed-income exchange-traded funds (ETFs): Grail McDonnell Intermediate Municipal Bond ETF and Grail McDonnell Core Taxable Bond ETF.

Cullen Capital Management has launched the Cullen Small Cap Value Fund.

Saturna Capital Corporation, adviser to the Amana Mutual Funds Trust, has launched the Amana Developing World Fund (AMDWX), the third in the Amana Funds family designed for American...

Small- and mid-sized plan sponsors may now have an easier time keeping up with the Joneses with the help of Transamerica Retirement Services’ enhanced Annual Retirement Plan Review.

The Hartford SMART529, offered by the West Virginia College Prepaid Tuition and Savings Program Board of Trustees, has unveiled a Checks and Balances investment portfolio.

American Century Investments has launched a new collective investment trust (CIT) program.

ING Employee Benefits has announced enhancements to its proprietary enrollment software, ING Enroll, including a tailored "quick quote" function, additional automated forms, and enhanced reporting and re-enrollment capabilities.

Touchstone Investments has launched 10 new funds, each featuring multiple share classes for both retail and institutional investors.

Newkirk has unveiled a Roth IRA conversion packet.