Products

Morgan Stanley Smith Barney announced that detailed fee and service benchmarking tools have been added to its defined contribution retirement plans.

Wells Fargo launched a Web site aimed at helping women get more comfortable with retirement savings issues.

Fidelity Investments is hosting nation-wide events for the next 30-days, in which it hopes to help near-retirees and those already in retirement switch their focus from savings to...

Securian Retirement has introduced a “Compensation Calculator” for advisers, and a “Fiduciary Focus” guide for advisers to share with plan sponsor clients.  

Ariel Investments, LLC, launched the Ariel Discovery Fund, a small-cap, deep-value, publicly traded mutual fund.

Mid Atlantic Trust Company (MATC) announced nine Model Managers that have been selected for the launch of ModelxChange. 

Charles Schwab and AARP announced a partnership in which Schwab will provide select financial guidance services to AARP members.  

A white paper from the Principal Financial Group will help plan sponsors understand and comply with new fee disclosure rules. 

Interactive Data Corporation, a provider of financial market data, analytics, and related solutions, has developed BondEdge TradeLink.

Financial Engines has rolled out what it calls “the first retirement income solution designed specifically for 401(k) plans.” 

Standard & Poor's has announced the launch of the S&P GSCI Dynamic Roll Index.  

GuidedChoice has launched GuidedSpending 2.0, a major revision of its retirement income advice program.

The Principal Financial Group upgraded its Web site for retirement plan participants.

State Street Global Advisors (SSgA) now has 96 SPDR ETFs in the U.S.

Transamerica has enhanced its Transamerica Multi-Manager Alternative Strategies Portfolio with what it described as “a variety of niche, non-traditional asset classes."

Forward Management launched the Forward Tactical Enhanced Fund (FTEEX) that seeks profit through continuous management of market exposure.

Mutual funds from ING Fund Services are now available to Pershing-affiliated broker/dealers (B/Ds) and registered investment advisers (RIAs).  

Global X Funds launched the Global X Russell Emerging Markets Growth ETF (Ticker: EMGX) and the Global X Russell Emerging Markets Value ETF (Ticker: EMVX).

John Hancock Funds launched the John Hancock Alternative Asset Allocation Fund (JAAAX).

Guggenheim Funds Distributors, Inc. has launched the Guggenheim BulletShares High Yield Corporate Bond ETFs.