Products & Services

Wealth Management Systems (WMSI) has announced that AllianceBernstein Investments will soon join WMSI’s Advisor Referral Network.

Independent insurance broker Lockton Companies in Atlanta is launching retirement plan consulting services for both corporate and not-for-profit organizations.

Mercer has recently introduced an online retirement savings educational program to employees whose 401(k) plans it administers and the general public.

Callan Associates’ Independent Adviser Group (IAG) and Natixis Global Associates’ Managed Portfolio Advisors (MPA) have announced the Callan Unified Managed Account (UMA) program.

Russell Investments has launched a series of new multimanager funds, designed specifically for the “decumulation″ phase of retirement saving and seeking to provide a steady, but not guaranteed,...

RetirementWORKS, Inc., a subsidiary of Still River Retirement Planning Software, has released a new financial planning site for those approaching or who are already in retirement.

UBS Wealth Management Americas has launched its DC Advisory service.

Invesco PowerShares announced three actively-managed equity exchange-traded funds (ETFs) and PowerShares' first actively-managed fixed-income ETF began trading on the NYSE Arca.

Thrivent Financial for Lutherans’ Landmark Group is now offering a new separate account manager, available through Thrivent’s Managed Account Program, to help investors better manage capital gains taxes.

The Phoenix Companies, Inc. introduced a low-cost, no-load annuity sold through Phoenix’s distribution partners, including wirehouses, regional broker/dealers, and financial institutions.

A Newton, Massachusetts-based advisory firm has announced the launch of a personalized investment advisory service for lower- and middle-income Americans.

TIAA-CREF Asset Management has announced the launch of TIAA-CREF U.S. Real Estate Fund I, L.P.

The Principal Financial Group is rolling out a new tool that walks nonprofit employers and their financial professionals through the decisionmaking process.

Fidelity Investments has launched its first mutual fund that will engage in ‘short’ sales as well as ‘long’ investments.

John Hancock Retirement Plan Services has launched its Guaranteed Income for Life (GIFL), an optional 401(k) rider featuring a principal guarantee.

McKay Hochman Co., has announced the availability of updated 403(b) plan documents.

Invesco PowerShares Capital Management LLC has announced the listing of two new exchange-traded funds.

Eight UBS E-TRACS Exchange Traded Notes (ETNs) have begun trading on NYSE Arca.

Renowned bond manager PIMCO has launched a target-date solution that the firm says “…differ from many older and less diversified types of target date funds.”

Consulting Group, the managed money unit of Smith Barney, has announced the launch of a new unified managed account program, Select UMA.