Product & Services Launches – 9/24/2026

Savvy Wealth Launches Custodial Platform

Savvy Wealth Inc., an artificial-intelligence-powered wealth management platform for advisers, launched the Savvy Custodial Platform.

Accessible to investment adviser owners and firms registered with Savvy, the platform offers instant digital onboarding; modern software; white-labelled control; and the integration of customer relationship management, billing, trading and reporting capabilities.

State Street Expands MyIncome ETF Suite

State Street Investment Management expanded its MyIncome exchange-traded fund suite with the addition of three actively managed target maturity ETFs: the State Street My2036 Corporate Bond ETF, the State Street My2032 High Yield Corporate Bond ETF and the State Street My2032 Municipal Bond ETF.

State Street first developed the suite in 2024 and earlier this year expanded it by adding five actively managed target maturity high-yield corporate bond ETFs.

As of August 31, the MyIncome ETF suite had $1.162 billion in assets under management.

FINRA, NFA Cross-Link Investor Protection Databases

The Financial Industry Regulatory Authority and the National Futures Association cross-linked their investor protection databases.

FINRA’s BrokerCheck tool, which allows investors to research the background and experience of its member broker/dealers and their registered representatives, now directly links to NFA’s Background Affiliation Status Information Center, a tool for researching the background of derivatives industry professionals and firms. BASIC also added a reciprocal link to BrokerCheck.

“Investors seeking to perform their own due diligence on a financial professional have faced a daunting challenge: The information they need is often spread across multiple databases,” said Christine Kieffer, FINRA’s senior vice president of investor education, in a statement. “We are helping investors more easily research the professionals they are entrusting with their investments and finances.”

StoneTapert Launches Benefits Site

StoneTapert Insurance Services Inc., an employee benefits consulting firm, launched a benefits website.

For employers, the site addresses areas such as rising healthcare costs, renewal strategies, open enrollment, compliance, employee education, claims support and Medicare transitions.

The site also includes a benefits knowledge center, which provides employee benefits information; FAQs; and resources for human resources teams, business leaders and employees.

FIS Launches Cloud-Hosted Version of Retirement Platform

FIS Global, a financial technology company, launched a cloud-hosted version of its FIS Retirement Platform, available to plan providers and third-party administrators.

The new version of the platform is intended to provide personalized participant guidance, back-office automation and plan health analytics.