Products

AllianceBernstein now offers a non-revenue share class for a select group of mutual funds.

Vanguard announced intentions to streamline its investment offerings by merging five funds that have similar objectives and investment strategies.

Charles Schwab added 16 exchange-traded funds (ETFs) to the Schwab ETF OneSource platform, bringing the total number of ETFs available through the platform to 121.

Touchstone Investments has launched a new alternative investment called the Touchstone Arbitrage Fund.

A program designed to help retirement plan sponsors adequately review the success of their plans has been rolled out.

MSCI Inc., a provider of investment research and decision support tools, unveiled a collection of environment, social and governance (ESG) data and related quantitative analysis tools to facilitate...

A new paper gives sponsors of defined contribution (DC) plans some guidance on evaluating glide paths for target-date funds (TDFs).

A planned expansion of approximately 200 advisers will give TIAA-CREF a total of more than 650 advisers in its individual advisory services group by the end of 2014.

Morgan Stanley Investment Management unveiled an institutional share class to improve transparency and lower fees for defined contribution (DC) plans and other institutional investment platforms.

Advisers eyeing small and midmarket nonprofits have a new option with Great-West Financial’s Premier and Custom Key 403(b) offerings.

Financial reporting and benchmarking firm FRA PlanTools released an iPad app aimed at providing a fast and cost-effective way for plan advisers and sponsors to access and compare...

Financial services corporation Securian Retirement unveiled a no-cost fee benchmarking service.

Asset management service provider BMO Global Asset Management established a new website aimed at organizing all of the investment, recordkeeping, trust and custody services offered by the firm.

American United Life Insurance Company (AUL), a OneAmerica company, has launched an asset-allocation program for participants called OnePath Portfolios.

Mid Atlantic Trust Company and Northern Trust rolled out a suite of Northern Focused Portfolios (NFP) model portfolios on Mid Atlantic’s ModelxChange platform.

United of Omaha Life Insurance Company, a subsidiary of Mutual of Omaha Insurance Company, joined the Penbridge Advisors Pension Risk Transfer (PRT) Database.

Investment management firm Neuberger Berman Group LLC introduced its latest Emerging Markets Income Fund, which will trade under the tickers NERAZ, NERCX, and NERIX.

Exchange traded fund (ETF) sponsor and asset management firm WisdomTree announced the availability of the WisdomTree Emerging Markets Consumer Growth Fund (ticker symbol, EMCG) on the NASDAQ.

Zywave expanded its NaviPlan financial planning tool with more cash management and client reporting features, among others.  

Portico Wealth Advisors released a report to educate plan sponsors about new fee disclosure and analysis requirements.