Products

Bank of America’s investment businesses launched a program that supports clients’ needs to align investments with the environmental, social and governance (ESG) issues.

ABG Investment Services Inc. (ABGIS) rolled out The (k)Series, a 3(38) service offering of fund menus that combines simple choices and educated decisions for advisers.

The Enhanced Trading and Rebalancing (ET&R) platform from LPL Financial LLC lets advisers manage portfolio trading activity across multiple client accounts.

ERISA attorney Philip J. Koehler has launched ERISA Fiduciary Administrators LLC (EFA).

Principal Funds rolled out a tool to streamline and increase the success rate in the Request for Proposal (RFP) process.

A white paper from the hedge fund strategies group of Commonfund shows how hedge funds can be effective diversifiers and balance equity risk in portfolios.

Broadridge has debuted an online tool displaying views into long-term mutual fund and exchange-traded fund (ETF) sales and asset data collection.

Institutional investment data and analytics provider eVestment has launched a attribution platform for its eVestment Analytics service.

 National Advisors Trust will provide trust and trustee services to clients of Mercer Advisors, a wealth management firm and registered investment adviser (RIA).   

Pentegra Retirement Services introduced new features to its “Building Blocks for Retirement” campaign.

Retirement Plan Prospector is a Web-based prospecting and research tool from Judy Diamond Associates for the defined contribution and defined benefits markets.

An integrated portfolio management and research tool, the Portfolio Management Center (PMC), is powered by FolioDynamix and incorporates proprietary research from Raymond James Financial Inc.

Vested Interest now offers a mobile application for participants to access their plan account from anywhere.

American Century Investments has added a new retirement plan share class to many of its most popular mutual funds, as well as 10 new target-date funds.

The Illinois-based DATAIR Employee Benefit Systems, Inc., has released a new suite of software, training and support services for consultants and administrators of 401(k) plans.

The asset manager hopes to help preretirees meet their goals with a suite of indexes, calculators and assessment tools.

The Guardian Life Insurance Company of America launched an online benefits assessment tool for employers.

Outsourcing of investment management is a growing trend among institutional investors.

TD Ameritrade Institutional brings its brand to technology for advisers, with a new "Veo Integrated logo."

The Stable Value Investment Association (SVIA) has released a glossary for stable value investment options.