Pershing Adds to FundVest Platform
New additions to the no-transaction-fee platform address a growing appetite for advisory share classes as FundVest assets cross the $100 billion threshold.
Top Portfolio Products: New Portfolio Monitoring Service From BondDesk
New products introduced over the last week include a new portfolio monitoring service from BondDesk for its wealth management platform and two new strategic income funds from Manning & Napier.
Top Portfolio Products: Baird Launches Small-Cap Product; Fidelity Adds Global Equity-Income Funds
The Hartford announces new managers, funds, as Neuberger Berman and Market Vectors roll out new products.
Top Portfolio Products: Baird Launches Fund; Fidelity Adds Two
New products introduced over the last week include a new small-cap value fund from Baird; two new funds from Fidelity; and three new investment managers and sixteen new funds for The Hartford’s defined contribution retirement program offerings.
Plan Sponsors: Don't Breach Fiduciary Duty in Excluding TPA's Proprietary Funds
A white paper sponsored by Great-West argues in favor of including funds from a retirement plan's TPA affiliates; no conflict of interest