Products

Transamerica Retirement Management now provides Morningstar Managed Portfolios by Morningstar Investment Services (MIS), a registered investment adviser.

State Street has developed a suite of money-market fund services designed to help advisers comply with new amendments to the Rule 2a-7 regulations governing money-market funds.

An employee benefits consulting firm announced it is offering an open-architecture arrangement to allow plans to select from more than 800 exchange-traded funds (ETFs) when developing an investment...

Independent registered investment advisers (RIAs) who custody assets with TD AMERITRADE Institutional now have access to the Valuation Analyzer, an online tool to help advisers estimate their firm’s...

Ivy Funds has launched an asset allocation product that focuses its equity allocation on small- and mid-cap companies around the world.

Guggenheim Partners has unveiled three Transparent Value mutual funds.

Markov Processes International (MPI), which specializes in providing technology in the institutional and high-net-worth space, is now making available a Web-based manager research and reporting tool for all...

Dow Jones Indexes has announced the addition of four new indexes to its family of Dow Jones RBP Indexes.

Benefit Plan Solutions has announced its newest service offering, DC Solutions, a technical consulting, problem solving, and plan design service.

Clark Capital Management Group offers risk-based asset allocation models designed to protect 401(k) participants from dramatic declines.

MassMutual Retirement Services said it enhanced product, pricing, and process in order to help retirement plan advisers and third-party administrators (TPAs) in the $5 million and under market.

Participants in Transamerica Retirement Services’ client plans now have read-only access to their account information via an iPhone or iPod touch.

Millennium Trust Company announced that J.P. Morgan Retirement Plan Services has chosen Millennium Trust's Automatic Rollover Solution for its clients and the clients' employees.

The latest whitepaper from Charles Schwab Advisor Services tackles how registered investment advisers (RIAs) can recruit the growing number of advisers going independent.

Advisers affiliated with Commonwealth Financial Network can now use widgets to customize their own version of COMMunity Link, Commonwealth’s adviser Web portal.

A new product from Securian Financial Group is designed to help workers plan their retirement years.

Federated Investors, the third-largest U.S. manager of money-market funds, announced that it expects to continue waiving some fees for the rest of the year because of low interest...

Inspira, a Pittsburgh‐based provider of turnkey private‐labeled IRA solutions, is joining forces with daily valuation recordkeeping firm RiversEdge Advanced Retirement Solutions.

Charles Schwab has become a “preferred retail dealer” for J.P. Morgan, the firms announced.

Mercer has launched an online retirement planning education campaign for participants in 401(k) plans it administers.