Products & Services

Lincoln Employer Markets, a division of Lincoln Financial Group, is partnering with Ibbotson Associates to offer the Lincoln Ibbotson Insight Series of funds to its defined contribution clients.

Retirement plan products and services provided by The Standard will now be sold under the Mainspring Retirement Plan Solutions name.

A booklet from Putnam Investments is expected to help individuals analyze their current retirement savings, figure out whether they are on track and, if they are not on...

Wachovia Securities Financial Network (WSFN) has announced it will provide comprehensive practice valuations (a 60+ page analysis of the firms) to the top 20% of its affiliated independent...

SEI has formed a strategic alliance with Aon's Affinity Insurance Services, Inc. (Affinity) to offer Errors&Omissions (E&O) Insurance to participants in its advisory market.

Through a partnership with AST Capital Trust, Delaware Investments is launching four collective trust funds.

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, will launch a municipal bond exchange-traded fund (ETF).

Barclays Global Investors on Monday launched the first municipal bond exchange-traded fund (ETF) that trades on the American Stock Exchange.

Advisor Software, Inc., a provider of wealth management solutions for the advice market, has announced Schwab Institutional will offer ASI Portfolio Rebalancing Solution to all advisers using the...

Fidelity Investments and SunGard have announced the addition of new services to their integrated trading and custody platform for trust institutions and third party administrators (TPAs).

SunTrust Banks, Inc. will offer its Wealth&Investment Management clients a multi-style, multi-adviser, single-account service to provide them with enhanced diversification through a wider range of traditional and alternative...

John Hancock Retirement Plan Services has announced new initiatives designed to help 401(k) participants with retirement saving and planning that include useful features for financial advisers.

Laserfiche, an electronic document management system firm, has launched a new desktop software application for independent investment advisers and small advisory firms which can capture and manage millions...

SPARX Asia Funds has launched three new funds; the SPARX Asia-Pacific Opportunities Fund, the SPARX Asia-Pacific Equity Income Fund, and the SPARX Japan Smaller Companies Fund.

Vanguard announced it is extending its enhanced services previously available to investors with $250,000 or more invested at Vanguard to Vanguard shareholders who invest at least $100,000 in...

Aiming to help advisers grow their retirement income businesses, Fidelity Investments today introduced the Fidelity Retirement Income Evaluator, a Web-based planning tool that allows advisers to quickly and...

Newkirk, a provider of communication solutions for retirement plan providers, has finalized an education package to help providers educate their clients on the new final 403(b) regulations.

The state of Missouri will begin offering an actively managed “terror-free” investment option for its 529 plan that ensures participants’ and investors’ portfolios exclude companies with ties to...

The American Stock Exchange (Amex) has launched trading in two new exchange-traded funds (ETFs) issued by First Trust Advisors L.P. - the First Trust FTSE EPRA/NAREIT Global Real...

MassMutual's Retirement Services Division will introduce a Fiduciary Warranty, available in the fourth quarter of 2007, to qualifying plans that include investment options available through MassMutual's Smart Architecture...