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FA Staff
To start 2017, Portsmouth, N.H.-based Pax World Management announced the launch of three mutual funds in two asset classes.
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FA Staff
Alabama Moves Forward With ABLE Accounts
Alabama has become the latest state to implement a new savings and investment account for individuals with disabilities...
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FA Staff
Fidelity, Peak Launch Training Program Fidelity Clearing & Custody Solutions and Peak Advisor Alliance have combined their resources into a new growth-oriented advisor training program.
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FA Staff
Russell Investments and Envestnet Retirement Solutions have teamed up to offer a “managed” qualified default investment alternative (QDIA) for defined contribution plans.
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FA Staff
Schwab Aims Low With New Target Date Fund Suite
Charles Schwab Investment Management has launched a third suite of target-date funds using ETFs to create a retirement glide path for...
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FA Staff
Riskalyze Brings Autopilot To Retirement Plans
Sacramento, Calif...
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FA Staff
In an attempt to bulk up its mutual fund lineup and create more brand consistency, Fidelity Investments has introduced three new equity funds and renamed others.
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FA Staff
IndexIQ has introduced what it hails as the first ETFs to use a momentum approach to fixed-income markets.
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FA Staff
Boston-based John Hancock Investments has introduced five exchange-traded funds, bringing its total ETF lineup to 11 products.
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FA Staff
Valley Forge, Pa.-based Vanguard Asset Management has introduced two international dividend ETFs.
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FA Staff
New York-based WisdomTree has launched an options-driven ETF.
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FA Staff
New York-based OppenheimerFunds has introduced a suite of eight factor-weighted ETFs, making the asset manager the latest entry into the smart beta space.
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FA Staff
New York-based BNY Mellon Investment Management has launched its first fund subadvised by London-based Insight Investment.
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FA Staff
New York-based Goldman Sachs Asset Management has launched an ETF aimed at providing exposure to investment opportunities in developed equity markets outside of the U.S.
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FA Staff
Denver-based Index Funds has introduced a new equal-weight smart-beta index fund.
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FA Staff
For advisors, keeping up with the Joneses just got a little easier.
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FA Staff
Valley Forge, Pa.-based Vanguard announced the launch of its first municipal bond fund, the Vanguard Tax-Exempt Index Fund.
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FA Staff
LPL Gives Advisors Access To Ramsey’s SmartDollar
Boston-based LPL Financial has announced a partnership with Ramsey Solutions to offer a new financial wellness program to its retirement...
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FA Staff
Bethesda, Md.-based Calvert Investments, a broker-dealer and RIA focusing on responsible investing, has launched a suite of responsible indexes and related index funds that will track them.
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FA Staff
LPL Expands Private Client Platform
Boston-based LPL Financial LLC has expanded the availability of “Private Client,” a platform for financial planners serving high-net-worth clients,...
