Products

As Charles Schwab reports seeing an uptick in advisers going independent, the firm released a white paper to help advisers considering the transition.

Fidelity has launched a guidance program "to help investors better understand and consider fixed-income investments as part of their investment goals."

Standard & Poor’s Equity Research Services has added a new bond research portal to its MarketScope Advisor (MSA) platform.

The Hartford Financial Services Group, Inc., has introduced online information-sharing reports and automated data-sharing capabilities for third-party administrators (TPAs) to help 403(b) sponsors meet new requirements.

Tactical ETF Strategies, a division of Gerard Asset Management, LTD., will be available for employer-sponsored retirement plans effective October 1.

AXA Equitable Life Insurance Company announced its intent to participate in the Internal Revenue Service's (IRS) 403(b) prototype program.

No matter how tight your—or your plan sponsor clients'—budget is, the Profit Sharing/401k Council of America (PSCA) has materials available that will...

Wells Fargo & Company has announced the launch of the Wells Fargo Build America Bond Index. 

Prudential Annuities said its new Web site educates consumers about variable annuities in language that makes sense.

Security Administrators, Inc., a subsidiary of Security Mutual Life Insurance Company, introduced a guide about fully insured plans and cash balance plans.

The MetLife Broker-Dealer Group unveiled an automated advisory product to capture emerging investors, or those investors with as little as $10,000 to invest.

Prudential Annuities said it adjusted its annuity optional benefits, which allow investors to “lock in” the highest daily value of their annuity contract each day the market is...

HSBC will launch Tuesday the HSBC FTSE 100 ETF, the bank's first European exchange-traded fund (ETF).

ProFunds Group has launched an exchange-traded fund (ETF) designed to provide short exposure to the market for long-term U.S. Treasury bonds.

Contravisory Investment Management has expanded its Socially Responsible Investing (SRI) division.

The Phoenix Companies, Inc., introduced a “first-to-die” universal life insurance product that covers two lives under one policy, designed for married couples or business partners.

Curian Capital, LLC, announced the launch of the Curian Custom Wealth Platform, a unified managed household (UMH) solution offering investors an aggregated view of their Curian holdings.

JennisonDryden, the proprietary mutual fund family of Prudential Financial, Inc., has added the Dryden Total Return Bond Fund (PDBAX) to the fixed-income allocation of its full lineup of...

BPAS said its new benchmarking tool helps financial intermediaries prepare for annual plan meetings.

Affiliated Computer Services (ACS) has introduced Healthy 401(k) Plan Analytics, a software tool allowing sponsors to track and analyze participant behavior and trends.