Stevens Institute of Technology Awards Sean Hanlon Highest Honor for Professional Achievement and Service

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EGG HARBOR TOWNSHIP, N.J., April 17, 2018 – Sean Hanlon, Founder, CEO and Co-Chief Investment Officer of innovative asset management firm Hanlon Investment Management, and ’80 alumnus of Stevens Institute of Technology, was awarded Steven’s Honor Award, recognizing notable achievement in the field of investment and wealth management, and financial technology (fintech), at the annual Stevens Awards Gala at The Plaza Hotel New York on April 14, 2018. The gala brought together alumni, friends and … Read More

Taking the plunge and becoming an RIA – InvestmentNews Published

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Most advisers face tremendous fear in stepping out on their own. Sean Hanlon, Chairman, CEO and Chief Investment Officer of Hanlon Investment Management, wrote an insightful article for InvestmentNews on why advisers should be “Taking the plunge and becoming an RIA.”. The article, published on Oct 4th 2017, offers advisors the facts and details on why it is a “great time to become independent”. Excerpts: “These days it’s easier and a lot quicker to build … Read More

Hanlon Enhances Aggregation with
Morningstar’s ByAllAccounts

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Hanlon today announced a new agreement with Morningstar, Inc. (MORN), a leading provider of independent investment research, for Morningstar’s ByAllAccounts on Hanlon’s Wealth Platform. Morningstar® ByAllAccounts℠ service for Advisors aggregates investor accounts and provides daily updates for a more holistic view of total wealth. Sean Hanlon, Chairman and CEO of Hanlon, said, “We are thrilled to work with Morningstar to bring our advisors, their firms, and their clients the most comprehensive aggregation technology. The Hanlon … Read More

Interactive Advisory Software Is Now Doing Business
As Hanlon Advisory Software.

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Egg Harbor Township, NJ – Hanlon announced today that Interactive Advisory Software (“IAS”) will begin doing business as Hanlon Advisory Software (“HAS”) effective March 20, 2017. The goal of the name change is to leverage the strength of the Hanlon brand and to align its corporate and product brand identities. Hanlon Advisory Software will continue to be the leading provider of fully bundled software and back/middle office services for financial institutions, wealth managers, advisors, broker/dealers … Read More

BlackRock’s iRetire® Now Available on Hanlon’s Wealth Advisor Platform

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January 31, 2017 – NEW YORK–(BUSINESS WIRE) Hanlon Investment Management (Hanlon) is offering BlackRock, Inc.’s (NYSE: BLK) iRetire® retirement investment framework to financial advisors and wealth managers on the Hanlon Wealth Advisor Platform, the company announced today. The iRetire platform provides advisors with tools and resources to let investors see where they stand when it comes to the number that really matters – annual retirement income – and take action to help their clients close … Read More