Products

Art by Jackson Epstein

Investment Product and Service Launches

Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement flagship fund; and more.

Art by Jackson Epstein

Investment Product and Service Launches

IM releases institutional portfolio data tool; Vantagepoint implements private alternative assets; Avantis selects State Street as ETF service provider; and more. 

Financial Finesse Expands Offering for Advisers

Financial Finesse enterprise (FFe) is focused on serving financial services firms seeking to evolve their impact by providing participants with access to financial coaching resources designed to accommodate all life stages.

RedBlack Launches Salesforce Integration

“Our goal is to provide wealth managers with a secure, data-rich and customizable experience designed to drive client satisfaction and optimize efficiency,” says RedBlack Chief Product Officer and Co-Founder Roel Vlemmings.

Art by Jackson Epstein

Investment Product and Service Launches

Timeline partners with Morningstar aggregation service; Watchdog Capital introduces securities platform; Principal Global Investors creates combined emerging markets fixed income team; and more.

Art by Jackson Epstein

Investment Product and Service Launches

Schwab Advisor Services presents alternative investment marketplace platform; John Hancock Investment Management expands fixed-income suite; and Millennium Trust adds investments to Workplace Savings Solutions.