Products & Services

LPL Financial Corporation plans to introduce an integrated adviser platform, supporting ndependent registered investment advisers (RIA) and hybrid (dually registered) advisers.

Synapses Inc. launched the Total Benefit Statement service to provide advisers with a comprehensive report of employment benefits.

Charles Schwab has launched two Laudus funds with Mondrian Investment Partners Limited that are designed for institutional investors.

GlobalBridge Inc., provider of separately managed account solutions for trust banks and wealth advisers, and investment firm Smith Group Asset Management announced the availability of the Smith Group’s...

A trade group representing public-sector defined contribution plans has released a Q&A document with information about the latest government regulations for 403(b) programs.

Pacific Life Insurance Company and Pacific Life&Annuity Company now offer a sales kit featuring life insurance materials for financial professionals.

Fidelity Investments has introduced 403(b) Quick, a Web-based plan document tool designed to help tax-exempt employers generate recordkeeping agreements and plan documents to help them comply with new...

Causeway Capital Management LLC announced the launch of the Causeway Global Value Fund (Institutional Class: CGVIX).

Newkirk has announced the availability of its N1 Profiler, designed to identify specific plan participants for targeted communication purposes.

John Hancock Retirement Plan Services (RPS) unveiled a Web-facilitated training program for its 401(k) third party administrators (TPAs) called Forum Coach.

TIAA-CREF has released a guide to new 403(b) regulations to help plan sponsors deal with new 403(b) regulations.

Pershing, a subsidiary of The Bank of New York Mellon Corporation, launched Lockwood AdvisorFlex Portfolios, a unified managed account program for financial advisers.

Great-West Retirement Services has joined with Ceridian Small Business Services to introduce a payroll interface 401(k) service that allows employers to reduce the administration of their 401(k) plan.

WealthCounsel launched a new Web site portal designed to serve the informational needs of attorneys, financial professionals, consumers, and the news media on topics related to estate planning.

RolloverSystems Inc. (RSI), has enhanced its services for advisers, retirement plan sponsors, and third-party administrators (TPAs) in the management of 401(k) plans rollovers.

Investors Capital Advisory Services (ICAS) added a new mutual-fund wrap program designed for advisers looking to provide clients with a low-cost/no-platform-fee alternative.

The Hartford and Plan Administrators, Inc. (PAi) have created Solo db Life, a defined benefit retirement plan designed for business owners with less than 10 employees who need...

Asset manager Van Eck Global today launched an exchange-traded fund (ETF) in hopes of profiting from the growth of solar power.

FundQuest, a managed account provider, has launched nine mutual funds as part of its new ActivePassive Funds family.

The Vanguard Group has unveiled the Vanguard Managed Payout Funds, designed to function much like an endowment by investing over the long-term to preserve or build capital while...