Advent Integrates Schwab OpenView
Two of Advent Software’s portfolio management systems have been integrated into Schwab OpenView Gateway.
Products
New Strategy Helps Customize TDFS
Lyxor has developed a new approach to target-date funds (TDFs) to ensure proper retirement benefits.
Prudential Launches Mutual Fund
Prudential Investments launched the Prudential Short Duration High Yield Income Fund.
Firm Unveils Plan Sponsor Video Series
Gross Strategic Marketing (GSM) made available its Plan Sponsor Video Series.
FTSE Builds Unit for ETPs
FTSE Group established a new exchange-traded products (ETP) service unit.
SunTrust Enhances Plan Service Center
SunTrust Banks Inc. rolled out an enhanced version of Plan Service Center (PSC).
App Opens Access to Investing Resources
A free iPad app from Invesco gives advisers access to investing capabilities.
Tool Helps Determine Sponsor's Provider Needs
The Guardian Insurance & Annuity Co. Inc. launched a tool to help advisers assist their clients with service provider needs.
Broader Approach Suggested for DC Menus
Retirement plan sponsors should consider a broader approach to their defined contribution (DC) plan investment menus, a paper suggests.
BMO Launches Retirement Income Calculator
BMO Retirement Services introduced a personalized retirement income calculator to keep participants’ goals on track.
Zero Tolerance for Failure Is Campaign Theme
Security Benefit Corp. launched “Failure Is Not an Option,” a retirement income campaign.
SSgA Creates ETF Due Diligence Checklist
State Street Global Advisors (SSgA) created an ETF Due Diligence Checklist.
Hundredfold Unveils Share Class
A new investor share class for the Hundredfold Select Alternative Fund was rolled out by the investment adviser.
J.P. Morgan Launches TDF Series
J.P. Morgan launched a target-date fund series, JPMorgan SmartRetirement Blend Funds.
T. Rowe Price Offers Fiduciary Training
T. Rowe Price launched FiduciarySource, an online program designed to help plan sponsors better understand and fulfill their fiduciary obligations.
Social Networking Still Needs Adjustments
A growing number of financial advisers are embracing social media to acquire and service clients, but perceive the return on investment as mediocre, a survey found.
ING Unveils National Retirement Week Campaign
ING U.S.’s retirement business launched a multimedia education campaign to coincide with National Save for Retirement Week.
BlackRock Rolls Out Online Retirement Center
BlackRock launched a digital retirement center to coincide with National Save for Retirement Week, which is October 21 to October 27.
Tool Helps Advisers Compare DB/DC
Dedicated Defined Benefit Service rolled out an improved retirement comparison tool for advisers.
Franklin Templeton Launches Interactive Retirement Center
Franklin Templeton launched an online Retirement Center for individual investors, financial advisers, employers and plan sponsors.