Products & Services

SunGard announced more enhancements to its WealthStation platform, including a cash flow-based approach to retirement planning, new online self-service client tools, and new financial planning capabilities for Canadian...

The Bank of New York Mellon launched The Bank of New York Mellon GDR Index and 30 global depositary receipt (GDR) subindexes.

Invesco PowerShares Capital Management LLC, provider of exchange-traded funds (ETFs), announced that expense ratios for its 11 domestic PowerShares FTSE RAFI ETF portfolios will be lowered to 39...

ING has unveiled planwithease.com, a plan administration service specifically designed to help sponsors of 403(b) plans meet the added responsibilities they face under new IRS regulations.

Morningstar Investment Services introduced Morningstar Managed Portfolios Retirement Income Series, a managed account service made up of a lineup of three actively managed portfolios.

Mutual of Omaha is offering employers a 401(k) managed account feature through an arrangement with PMFM Inc.

Claymore Securities, Inc., tapped recordkeeper ExpertPlan to provide a 401(k) recordkeeping and administration solution that includes access to exchanged-traded funds (ETFs).

Geneos Wealth Management, Inc., a Denver-based broker/dealer, announced enhancements to its technology platform for broker/dealers and registered representatives.

The Principal Financial Group has added Spanish-language content to its Web site.

A Raleigh, North Carolina, firm is offering a proprietary online system designed to help participants successfully save for retirement.

Ameriprise Financial, Inc., introduced the Active Diversified Portfolios series, professionally managed portfolios designed to help individuals achieve risk-managed growth.

SunGard’s WealthStation platform has been enhanced with the addition of a financial planning module for financial advisers to use to attract, service, and grow client relationships, the company...

Invesco Aim Advisors, Inc., has approved the reopening of AIM International Small Company Fund.

Security Benefit will pledge compliance with 403(b) regulations by the January 1, 2009, deadline to any school whose contract is received by November 14, 2008, through its 403(b)...

Security Global Investors (SGI) announced the availability of its Small Cap Value (Ticker: SSUAX) and All Cap Value (SESAX) mutual funds.

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.

Matrix Financial Solutions, Inc., announced the release of its advisory desktop product, RetireTool(k)it.

Eaton Vance said it expanded its Web site to include education for advisers about the effect of taxes on investment returns.

Morningstar, Inc., introduced a research module offering coverage of U.S. exchange-traded funds (ETFs), including portfolio holdings and Morningstar analyst commentary.

Artio Global Investors Inc. (formerly Julius Baer Americas Inc.), rebranded its suite of U.S.-registered mutual funds, effective Monday.