Products

Segal Rogerscasey launched an updated website.

Paladyne Systems Inc. updated its Reference Data Suite, a reference data management solution, to address increasing hedge fund and private equity regulations, and Form PF filing.

Advent Software Inc. will collaborate with Data Agent LLC to provide tools to help hedge funds and hedge fund administrators meet Form PF reporting requirements.

Through its new ETF family, Huntington Strategy Shares, Huntington Asset Advisors Inc. released a second actively managed exchange-traded fund (ETF).

Vanguard is expected to offer the Vanguard Short-Term Inflation-Protected Securities Index Fund in the fourth quarter.

Matrix Financial Solutions updated its Matrix RetireTool(k)it.

ING U.S. released a new mobile game application designed to help build investment and retirement planning awareness for consumers.

A program designed to help retirement plan advisers demonstrate their value and build stronger client relationships was launched by John Hancock Funds.  

Condor Trading LP moved into asset management with the launch of a new venture, Pacific View Asset Management LLC in San Francisco.

The mutual funds of Sentinel Investments have been added to the CPI Qualified Plan Consultants retirement plan platform.

Standard & Poor’s designed its new Target Date Style Index Series to help plan sponsors with comparisons for “to”...

MetLife Resources unveiled an online fiduciary assessment quiz.

The Financial Planning Association (FPA) announced it would offer FiPath for Advisors tools to its members through a strategic collaboration with FiPath.

Invesco PowerShares Capital Management LLC announced the anticipated listing of the PowerShares DWA SmallCap Technical Leaders Portfolio on July 19, on the NYSE Arca.

Mutual fund data was made available on Zephyr Associate Inc.’s website for investment professionals globally, StyleAdvisor.com.

The Hartford released a tool that permits savers to set savings and income goals, track their progress and integrate other financial sources.

AlphaSimplex Group, J.P. Morgan Asset Management and Morningstar Investment Services were added to LPL Financial LLC’s Model Wealth Portfolios (MWP).

A support tool and program suite for advisers from Schwab Retirement Business Service combines investment management tools, and fiduciary and plan design training.

 Pentegra Retirement Services introduced an online education tool for plan sponsors and participants.   

An employee-owned asset management firm, Davidson Investment Advisors, launched the Davidson Small/Mid Equity Fund.