Products & Services Launches – 3/19/2026

RFG Launches ClickONE Command Center

RFG Advisory introduced ClickONE Command Center, an operating system designed to streamline the day-to-day operations of independent financial advisers.

Powered by unified data and artificial intelligence, the platform consolidates disparate systems into a single interface, reducing operational friction and eliminating the need to juggle multiple logins or workflows.

Announced at RFG’s 2026 Growth Retreat, the ClickONE Command Center enables advisers to access client insights, portfolio data and operational workflows instantly using simple, natural-language prompts. The platform is designed to support both boutique and scalable adviser models, helping firms deliver personalized service or grow assets efficiently.

NEPC Unveils Stratum One Pooled Employer Plan

Investment consultancy NEPC launched Stratum One, a pooled employer plan aimed at simplifying retirement plan management for employers and advisers. NEPC will serve as the pooled plan provider and investment fiduciary, Empower will handle recordkeeping and technology, and NPPG will provide administrative fiduciary services.

“Retirement plans have become increasingly complex, and Stratum One was designed to address these challenges with an integrated, end-to-end solution,” said Mikaylee O’Connor, NEPC’s defined contribution team leader, in a statement.

The new plan will be available to employers starting May 1

Lincoln Financial Launches New Annuity Solutions

Lincoln Financial introduced two new fixed-indexed annuities: Lincoln FlexAdvantage Income and Lincoln OptiBlend Income. The annuities offer guaranteed lifetime income, protected growth and a category-first legacy planning feature. The new FIAs provide 100% downside protection and access to unique growth opportunities through a range of S&P 500 indexed account options, including exclusive access to the Capital Group Dividend Value ETF participation account and the Nasdaq Priva participation account.

A standout feature is the optional Estate Lock death benefit, enabling consumers to secure their initial payment amount for beneficiaries, even after income withdrawals

The Standard and OneDigital Expand Secure Future PEP

The Standard Insurance Company and OneDigital together are expanding OneDigital’s Secure Future Pooled Employer Plan.

The Secure Future PEP launched in 2021 as a regional offering and became a national offering for advisory teams in 2025. Since then, the Secure Future PEP has aggregated $600 million in total assets.

For employers, the Secure Future PEP simplifies administration, strengthens fiduciary oversight and reduces operational burden, while it also enables advisers to efficiently support clients through streamlined onboarding, clear governance and a structure built to deliver consistent service at scale.

Frank Zugaro, national vice president of retirement solutions at OneDigital, said in a statement: “As adoption continues nationwide, we see PEPs becoming a core component of how employers approach retirement strategy.”