Products

June 17, 2010 – Charles Schwab has launched Schwab Advisor University, an interactive online training program to help registered investment advisers (RIAs) improve operational productivity and performance.

TD AMERITRADE Institutional is launching an education portal for registered investment advisers (RIAs) who custody assets with the firm.

Third-party administrator Benefit Consultants Group (BCG) has introduced a Concierge Club partner development program that “rewards an adviser for his/her commitment to the retirement plan market.”

MetLife has intrduced its online Open Enrollment Toolbox.

Pershing Advisor Solutions LLC, a BNY Mellon company, has made available a new study for registered investment adviser (RIA) firms.

OppenheimerFunds Retirement Services announced new tools to help plan sponsors and financial advisers "navigate the changing regulatory landscape."

 ICMA-RC has announced a new retirement income solution for state and local government employees.

Charles Schwab has slashed operating expense ratios on six of eight Schwab ETFs.

Ascensus has unveiled a mailer that simplifies the enrollment process.

Putnam Investments will be launching a suite of three U.S. multi-cap equity funds, available by late September 2010.

Corporate Compensation Plans, Inc. (CCP) and Harley Gordon, an attorney and authority on long-term care financing, have introduced the CLTC-WealthSecure System, a long-term care insurance marketing systems for...

Nationwide Financial Services, Inc. has created a specialized sales team to provide retirement income solutions for fee-based advisers.

First Mercantile, a Memphis, Tennessee, provider of 401(k) plans, has unveiled a customizable enrollment meeting service.

American United Life (AUL) Retirement Services has recently teamed with Mesirow Financial’s Investment Strategies department to launch its Fiduciary Partnership Service.

The board of trustees of Vanguard International Explorer Fund has approved adoption of a multimanager structure and the addition of Wellington Management Company, LLP, to the fund’s investment...

Pershing now offers Dow Jones Adviser on its NetX360 platform for broker/dealers and registered investment advisers (RIAs).

TIAA-CREF has unveiled its Spanish-language initiative to increase U.S. Hispanics/Latinos’ access to retirement-planning information and tools, including a new Spanish-language Web site.

Equity Administration Solutions, Inc. (EASi) has launched an equity compensation plan exercise wizard with a design that anticipates the different needs that a participant, a financial adviser, and...

Putnam Investments has added an asset allocation application to its Lifetime Income Analysis Tool, its retirement planning platform.

Fusion Business Group, a provider of technology consulting and business level advisory services to alternative investment advisers, will now provide clients of Automated Compliance Solutions (ACS) with infrastructure,...