Product & Service Launches – 12/4/2025

Capital Group, KKR Develop Offerings to Broaden Access to Private Markets

Capital Group Companies Inc. and KKR & Co. announced Wednesday a partnership to develop two retirement plan offerings that broaden access to private markets.

The firms’ first solution, a target-date fund for defined contribution plans, will feature public market strategies managed by Capital Group and private market strategies managed by KKR.

Additionally, public-private model portfolios will integrate public market strategies managed by Capital Group and private market strategies managed by KKR within diversified wealth portfolios.

Zocks, eMoney Provide AI-Powered Document Intelligence Enhancement

Zocks Communications Inc. announced Tuesday the launch of Document Intelligence, an artificial intelligence-powered capability that processes client documents and populates the data into customer relationship management and financial planning systems. The feature is now available within Zocks’ integration with eMoney Advisor.

Advisers can upload client documents to Zocks, which uses AI to read, summarize and structure the data, then sync it into the appropriate fields in eMoney.

Document Intelligence includes built-in safeguards to help firms maintain data accuracy and compliance, such as alerts when data do not match the client profile to which they are being uploaded. In addition, the document processing tool supports multiple file formats, including structured PDFs, scanned paperwork and photos.

InspireX, Luma, Subscribe Collaborate on ARIA Technology Portal

InspireX LLC collaborated with Luma Financial Technologies and Subscribe to launch Accelerated RIA Investment Access, a technology portal providing registered investment advisers with centralized access to fixed income, structured products and alternative investments.

According to the announcement, ARIA offers advisers tools to:

• “Access, evaluate, trade and analyze new issue and secondary fixed income securities;
• Source, customize and track structured investments throughout their lifecycle; and;
• Transact, manage and scale private market investments from pre-trade to post-trade.”

ARIA also provides RIAs with access to trading, portfolio and product experts.

VanEck, Vestmark Partner On Custom Model Portfolios

Vestmark Inc. announced a partnership with VanEck Associates Corp. to deliver custom model portfolios to registered investment advisers, broker/dealer representatives and other advisory professionals.

The collaboration will give advisers access to VanEck’s suite of exchange-traded fund, mutual fund and thematic investment strategies within Vestmark’s open-architecture platform, which combines overlay and tax management, tax transition tools and direct indexing.

The custom model portfolio solution leverages Vestmark’s Unified Managed Account platform, which integrates ETFs, mutual funds, equity and fixed income within a single custodial account. VanEck will subsidize implementation costs for advisers who adopt the product.

Franklin Templeton Launches XRP ETF

Franklin Templeton launched the Franklin XRP ETF, an exchange-traded fund that provides exposure to the price movements of XRP, a digital asset that facilitates real-time, low-cost, cross-border payments.

The XRP ETF is structured as a grantor trust that holds XRP. Net asset value is calculated daily based on the fund’s holdings and the CME CF XRP-Dollar Reference Rate.

Coinbase Custody Trust Co. LLC serves as the product’s custodian; Bank of New York Mellon Corp. acts as administrator, transfer agent and cash custodian; and CSC Delaware Trust Co. serves as trustee.

Fidelity Introduces Roth 401(k) for Small Businesses

Fidelity Investments introduced its Roth Self-Employed 401(k) for small businesses.

The account allows self-employed individuals or small business owners with no employees besides their spouse to make after-tax, salary-deferred contributions to a Roth account with their existing Fidelity Self-Employed 401(k) plan.

“Self-employed individuals face unique challenges when planning for retirement since they are not able to leverage more traditional workplace savings options,” said Roger Morrisette, Fidelity’s vice president of small business retirement products, in a statement. “A Roth option within the 401(k) can offer greater clarity around how much savings will be available in retirement since that portion has already been taxed.”

Vanguard Launches Core-Plus Bond Index ETF

Vanguard announced Thursday the launch of the Vanguard Core-Plus Bond Index ETF, a fixed-income exchange-traded fund designed to deliver broad, diversified exposure to the U.S. taxable bond market. The EFT is managed by Vanguard’s fixed-income group.

The new ETF seeks to track the Bloomberg U.S. Universal Float Adjusted Index, a market-value weighted benchmark that includes U.S. government, investment-grade corporate, securitized, high-yield corporate and emerging market debt. The estimated expense ratio is 0.05%.