Products

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.

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.