Products & Services

WealthEngine has launched Prospect Generator, a searchable database of more than 7 million high net worth individuals.

RolloverSystems, Inc. (RSI) has launched several moves to provide enhanced rollover asset retention solutions and participant retirement readiness tools to plan sponsors, institutional providers, third party administrators (TPAs),...

To help plan sponsors address the challenges of missing participants, Keane Retirement Services has entered into a strategic partnership with automatic rollover provider Millennium Trust Company.

Technology provider PlanTools, LLC, said its new system allows for expansion into the wealth management arena.

STOXX Limited, provider of European equity indexes, has launched the Dow Jones STOXX 600 Optimised Supersector Indexes, a new series of European sector indexes.

ProShares has unveiled a 130/30 exchange-traded fund (ETF), the ProShares Credit Suisse 130/30 (CSM), which kicked off trading on the NYSE Arca today.

National Financial announced it has integrated the wealth management capabilities of Thomson ONE into its Streetscape brokerage workstation.

Charles Schwab Investment Management, Inc. has announced the addition of the Laudus Growth Investors U.S. Large Cap Growth Fund, successor to the UBS U.S. Large Cap Growth Fund,...

AQR Capital Management, LLC has launched the AQR Momentum Indices, a new set of indexes that capture the returns of stocks that have positive "momentum."

Longview Financial Advisors, LLC, has launched Klear(k), a new retirement plan program that gives plan sponsors a way to access exchange-traded funds (ETFs) through FOLIOfn's investment platform.

MainStay Investments has adopted four equity mutual funds managed by Epoch Investment Partners, Inc.

Fidelity Investments now offers seven Calamos mutual funds on Fidelity Advisor 401(k), Fidelity's financial adviser-sold retirement platform.

Janus Capital Group Inc. said it launched the newly designed janus.com/advisor, targeted specifically for financial intermediaries.

In an effort to grow in the mid-market space, ING's U.S. Retirement Services operations launched a series of educational roundtable discussions for mid-market retirement plan consultants and registered...

Seligman TargetHorizon portfolios, a suite of target-date funds composed of exchange-traded funds (ETFs) and managed by RiverSource Investments, has introduced a risk overlay strategy to help mitigate portfolio...

Corporate Compensation Plans Inc. (CCP) has launched a Retirement Security program to protect retirement benefits in the 401(k), profit sharing, and defined benefit pension plans of law firm...

The Principal West Coast Equity Fund is now the Principal Capital Appreciation Fund (ticker: CMNWX).

BPAS, a Utica, New York-based administrator and consultant, has upgraded its call center and customer service representative (CSR) teams.

P&A Retirement Plan Services is expanding its open-architecture product matrix to focus on the fee-based adviser channel, the company said.

Fringe Benefit Group, provider of group benefit plans designed for hourly and part-time workers, has added the Nationwide Retirement Clear Advantage platform as one of the investment plan...