Products

Barclays and MSCI Inc. launched a global family of environmental, social and governance (ESG) fixed-income indices, co-branded “Barclays MSCI” and independently marketed by both firms.

A guide from the Principal Financial Group helps advisers answer common plan sponsor questions about compensation.

A partnership between Fiserv and Financial Market Data Services produced a new solution for fully outsourced, end-to-end securities class-actions claims processing.

Hal Reniger, a retirement and estate planning consultant, created Mackinac Strategies, a financial services firm specializing in retirement plan exit strategies and Social Security benefit maximization. 

The Neuberger Berman Flexible Select Fund was debuted by Neuberger Berman. The all-cap equity mutual fund seeks risk-adjusted returns with lower volatility.

LPL Financial adopted an annuity visualizer by Lincoln Financial Group to help its advisers explain the benefits and the different rider options of annuities.    

Pershing allowed a peek at mobile solution NetX360 iPad and iPhone apps at the INSITE conference in Hollywood, Florida.

Long-term care needs and how they fit into financial and estate planning are examined in “The Advisor’s Guide to Long-Term Care.”

A more compelling user experience, rising use of smart devices, and access to information and market news are driving demand for financial services apps.

The Guardian Insurance & Annuity Company Inc. launched a plan participant website to help people better prepare for retirement.

Ann Schleck & Co. and ShoeFitts Marketing have teamed up to offer Voilá, a marketing and branding program for retirement plan advisers.

Marathon Retirement & Pension Consulting LLC (Marathon RPC) announced its entry into the small and mid-size retirement plan market.

Advisers have many fears when considering switching firms or going independent.

PlanServe Data Systems and Milliman Inc. have collaborated to deliver retirement plan account information via mobile applications.

State Street Global Advisors (SSgA) rolled out two exchange-traded funds (ETFs) that offer income and inflation protection.

The Prudent Practices and Prudent Practices for Investment Fiduciaries handbook series were updated by fi360 to keep current on fiduciary guidance for investment professionals.  

ADP released the ADP Plan Health Review, a tool to help plan sponsors measure the retirement readiness of their employees.

Charles Schwab brought out a dividend income-focused money management strategy from ThomasPartners for independent registered investment adviser (RIA) clients.

Natixis Global Asset Management (NGAM) enhanced tools to help retirement plan advisers manage, improve and expand their practices.

The global strategies of 300 North Capital and Willowbridge Associates were added to the Altegris Macro Strategy Fund to enhance its potential to generate absolute returns.