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ThinkAdvisor

Practice Management > Building Your Business

Upgrades

By Staff Writer

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Morningstar, Inc. has partnered with Pyxis Mobile to deliver real-time Morningstar mutual fund and exchange-traded fund data to fund wholesalers through their Blackberry or Windows Mobile-powered devices.

…Schwab Performance Technologies announced a new version of its PortfolioCenter designed for RIA firms with 50 or fewer clients, called PortfolioCenter Emerging Practice, and announced an upgraded service option called PortfolioCenter Select Service.

…T. Rowe Price has launched a new Web site–www.troweprice.com/fi– for advisors and other intermediaries that provides streamlined access to institutional investment content and educational resources approved for client use.

…Advisor Perspectives unveiled a service that examines the trends of high- and ultra-high-net-worth investors whose assets are managed by RIAs. Developed by Bob Huebscher, who regularly writes for Investment Advisor, the company’s site–www.advisorperspectives.com–provides advisors with access to data about asset allocation and mutual fund selection among those investors.

…Raymond James Financial Services’ Practice Planning and Acquisitions department launched a new Web site–www.rjpracticeplanning.com–that provides resources, including business succession and acquisition news, to assist advisors as they plan for the future of their practices.

…UBS launched the first Global Warming index (UBS-GWI), a tradable benchmark for global investments in the weather derivatives market that is created using liquid, actively traded heating degree day and cooling degree day (CDD) weather futures contracts.

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