Products

Morningstar, Inc., has launched a valuation services business that values privately-owned firms and securities for purposes such as the sale of a business, estate planning, or financial reporting.

The Principal Financial Group said its new Participant Education Planning Tool gives financial professionals access to a library of education plans and materials and the flexibility to build...

Putnam Investments has launched a fund-of-sector-funds providing exposure to all sectors contained in the MSCI World Index.

A new whitepaper by TIAA-CREF highlights steps 403(b) plan sponsors can take to uphold their fiduciary obligations and help plan participants maximize their retirement savings.

Forward Management, LLC, announced the launch of new share classes for some of its funds. 

Keeley Asset Management Corporation has announced the national launch of the KEELEY Alternative Value Fund.

Through a partnership with Inspira, a provider of private-labeled IRA solutions, Wealth Management Systems, Inc (WMSI) will expand its product offering to include private-labeled IRA Solutions.

PIMCO is launching the PIMCO EqS Pathfinder Fund, the first actively managed equity strategy in the PIMCO Equity Series (EqS).

Fidelity Investments has released a new bundled 401(k) platform distributed through registered investment advisers (RIAs).

Fidelity Investments has announced a new Small Business Retirement Plan program for clients of registered investment advisers (RIAs).

Pershing Advisor Solutions LLC, a BNY Mellon company, said its new HealthCheck tool allows its registered investment adviser (RIA) customers to assess the operating health of their businesses.

InvestorForce has announced the release later this quarter of its new investment manager data collection service, InvestorForce COLLECT.

MassMutual's Retirement Services Division has introduced a new online virtual site visit that lets retirement plan advisers and existing and prospective plan sponsors "experience" MassMutual from their home...

401(k) Rekon announced three one-day symposiums targeting retirement plan advisers who spend less than 50% of their time managing retirement plans.

The Insured Retirement Institute (IRI) said its new Retirement Pyramid can help financial advisers explain what clients need to have “a healthy and vital financial future.”

The Retirement Services division of American United Life Insurance Company (AUL ), a OneAmerica company,  has launched St. Louis-based R.T. Jones Capital Equities Management, Inc.’s ARTESYS management account...

Dow Jones Indexes has launched the Dow Jones U.S. Contrarian Opportunities Index.

MassMutual's Retirement Services Division has added to its MassMutual Smart Architecture Investment Program with the addition of four new target-date funds.

RidgeWorth Investments said it has updated its really simple syndication (RSS) offering to allow Web site visitors to customize their feed.

Financial advisers now have access to an online version of Nationwide’s The Retirement Income and Income Risk Workbook, which generates a suggested retirement income portfolio for clients.