Products & Services

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.

Uzurp.com opened its financial adviser and registered investment adviser (RIA) databases to the public, for the same annual subscription rate as businesses of $999 a year.

 John Hancock Life Insurance’s Advanced Markets Group developed two technology tools for funding retirement appropriately, and helping project estate values and taxes.   

Michael Hull and Patrick Hull have launched bluepoint Investment Counsel LLC.

The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by 401(k) and 403(b) plan sponsors looking to select an adviser.  

Broadridge Financial Solutions Inc. collaborated with BlueRush Digital Media to create an online communication solution for financial advisers.

Financial Plan Inc. of Bellingham, Washington, launched a new branch of business dedicated to 401(k) plans.

Russell Investments compiled a handbook outlining the major issues facing corporate pension plan sponsors.

United Technologies Corporation (UTC) is helping participants tackle longevity risk with a new default investment option.   

Web-based software introduced by Commonwealth Financial Network and IPS AdvisorPro helps advisers create fully compliant investment policy statements.

The Guardian Insurance & Annuity Company Inc. (GIAC) unveiled a website to help plan sponsors and plan participants navigate the 401(k) marketplace. 

Wilshire Associates Incorporated rolled out the Wilshire Compass Portal, an enhanced Web-based investment manager questionnaire that populates its PC-based fund management tool, Wilshire Compass.

Advantus Capital Management launched an institutional share class of the Advantus Strategic Dividend Income Fund, which invests in a...