Products & Services

Sixteen new iShares exchange traded funds (ETFs) have transferred listings to the New York Stock Exchange (NYSE) from the American Stock Exchange, completing a previously announced deal.

Charles Schwab has launched the Schwab Advisor Portfolio, aimed at advisers and third party administrators (TPAs) interested in customizing the investment choices of their client plans, including adding...

Shares of the first yen-based exchange traded fund (ETF) have begun trading on the New York Stock Exchange.

Great-West Retirement Services is piloting a system that will allow retirement plan participants to roll their assets into an individual retirement account (IRA) through a partnership with RolloverSystems.

The Online 401(k), a provider of full-service Web-based 401(k) plans for small and single-person businesses, has signed more than 40 strategic alliances with independent payroll providers across the...

National Planning Corporation (NPC) has launched a 401(k) plan program for small and mid-sized companies that uses exchange-traded funds (ETFs) as its primary investment option.

CDM Retirement Consultants, Inc. has come out with two new programs, the CDM Level Compensation Program and the CDM Fee-Based Program, to help advisers comply with fee transparency...

In light of the Department of Labor’s (DoL) latest regulatory pronouncement on offering participant investment advice, DALBAR has already updated its two plan adviser certification programs.

XShares Advisors LLC will develop exchange-traded funds (ETFs) based on carbon emission credits, which allow firms and other organizations the right to emit a stated amount of carbon...

Northern Trust Global Investments (NTGI) has unveiled a Quantitative 130/30 Core Equity Strategy.

Dow Jones has announced the release of a new Web version of Dow Jones Wealth Manager, which it says provides financial advisers with the ability to match news...

Dow Jones Indexes announced that 11 of its U.S. indexes have been licensed to ProShares Trust and its affiliates to serve as the basis of 22 leveraged and...

MG Advisory and CLS Investment Firm, a third party money manager, have joined together to offer a retirement account management service to plan participants, the firms announced.

To help plan administrators keep up with the many legislative provisions impacting their clients in 2007, Nationwide has launched a free, periodic newsletter that will offer ongoing education...

State Street Global Advisors will launch Tuesday an exchange-traded fund (ETF) that that tracks an index of developed and emerging country stocks involved in infrastructure industries such as...

Citing a strong demand for short or magnified exposure to the small cap market, ProShares Thursday launched six new exchange traded funds (ETFs).

An equity compensation Web site has created a new adviser membership level that can help you better track and model stock options grants for your clients.

New York-based XShares Advisors LLC launched five exchange-traded funds (ETFs) on the New York Stock Exchange Tuesday, with each aimed at a segment of the health care, life...

AssetMark Investment Services, Inc. has announced a new investment product designed to address the income and long-term investing needs of retiring baby boomers.

Oppenheimer Asset Management has announced a new managed accounts product.