Products

UBS Investment Bank is introducing a Securities Research app compatible with iPhone, iPad and iPod Touch devices.

The Aite Group published a report examining how a strong customer relationship management (CRM) tool can positively impact a wealth management practice.  

Bandon Capital Management launched the Bandon Isolated Alpha Fixed Income Fund, a global absolute return-oriented fixed income strategy.

ftwilliam.com, a provider of integrated Software as a Service (SaaS) solutions for third-party administrators (TPAs) and others in the retirement industry, is introducing a DB(k) document. 

GoodHaven, a registered investment adviser (RIA), launched the GoodHaven Fund with a focused portfolio management strategy and a flexible mandate.

The Principal Financial Group has expanded its menu of educational guides for advisers to use with clients nearing retirement.  

Broad Financial's Education Center provides financial advice regarding IRA and 401(k) plans.

TD Ameritrade Institutional is launching the “Veo Mobile” iPad app as part of its "future adviser workstation" objective. 

Prudential Investments has begun offering three new fixed income funds.

401k Widgets' product line has been expanded to include a glossary, checklist, and FAQs.

Bank of America Merrill Lynch’s Advisor Alliance program now has partnerships with 12 recordkeeping partners.

Barclays Capital has launched Barclays Capital Research for iPad, which provides the firm’s institutional clients with access to its research via iPad devices.

AXA Equitable Life Insurance Company has developed applications for use on BlackBerry smartphones, which cover retirement income and life insurance topics.

State Street Global Advisors (SSgA) has launched the SPDR Barclays Capital Issuer Scored Corporate Bond Exchange-Traded Fund (ETF).

Transamerica Retirement Services is launching TPA Choice, a suite of solutions that provides third party administrators (TPAs) the ability to customize how they work with Transamerica.

7Twelve Advisors, LLC launched the 7Twelve Balanced Fund.

ETF Securities (ETFS) has cross-listed four of its physically-backed precious metal products on the Mexican stock exchange, the Bolsa Mexicana de Valores (BMV).

MSCI Inc. has launched three risk-based indices.

Actiance, a firm specializing in Internet-based security, management and compliance issues, has partnered with LinkedIn to broaden social media usage by financial service professionals.

Archimedes Systems has a new “RMD-Stretch IRA” modeling tool to help financial advisers and their clients better plan a retirement distribution strategy.