Products

Charles Schwab has partnered with Broadridge Financial Solutions to expand its global investing strategies.  

Schwab Advisor Services announced that Laser App, a desktop software package, will be widely available to advisers that custody with the company by the end of the year.

Northern California-based Van Hulzen Asset Management, LLC, and New York-based Witter Partners LLC have launched the Iron Horse Fund.

Munder Capital Management has launched the Munder Integrity Mid-Cap Value Fund and Munder Integrity Small/Mid-Cap Value Fund.

Lincoln Trust Company is offering a fee disclosure solution that it says goes beyond next year’s regulatory requirements. 

Wells Fargo Funds Management and the Wisconsin College Savings Program Board have announced several changes to EdVest, Wisconsin’s college savings plan. 

Jeffrey Bronchick, CFA, has opened a value-oriented equity investment firm, Cove Street Capital. 

Pershing LLC, a BNY Mellon company, has published a study arguing that asset consolidation can potentially double profitability, boost productivity, and advance client relationships.  

Castle Rock Innovations (CRI) announced its partnership with The Wagner Law Group to support CRI's AXIS Retirement Plan Analytic Platform.

Morningstar Inc. has added a new asset allocation and forecasting functionality to Morningstar Direct, a Web-based global investment analysis platform for institutional investors.

TIAA-CREF has partnered with Emeriti Retirement Health Solutions to help individuals save adequately to cover health care needs in retirement.

Meeder Financial has launched the Flex-funds Total Return Bond Fund (FLBDX).

Advisor Group, an independent network for broker/dealers, will be offering its advisers access to SunGard’s Protegent Social Media Surveillance tool.  

Wells Fargo Funds Management announced that the Wells Fargo Advantage Dow Jones Target 2055 Fund (Target 2055 Fund) is now available to investors.

Ascensus announced that plan design tools are now available for financial advisers.

Securities America Inc. is releasing an application called e*Office Mobile, which allows advisers mobile access to business enterprise systems using smartphone or tablet technology. 

Financial Benefits Network (FBN) has launched a benefits resource portal that provides employers and employees access to corporate benefit information and personal finance educational materials.

Morgan Stanley Smith Barney (MSSB) has expanded its Global Stock Plan Software suite with OptionEase, a stock plan administration tool for its partnered solutions offering.

Castle Rock Innovations (CRI) and Millennium Investment and Retirement Advisors (MIRA) will collaborate to provide turnkey 408(b)(2) fiduciary analytics and consulting services.

Khan Investment Management has announced the August launch of the Khan Mongolia Equity Fund.