Products & Services

2025 ended on a high note after market volatility shook defined benefit plan finances during the first quarter.

Osaic partners with ActiFi, Greene Consulting to expand adviser education; CeriFi, Wake Forest University launch small business wealth adviser program; Venn by...

The largest alternative investment asset manager is pairing with Empower to include private market investments in direct contribution plans.

The company’s Income Solver software is intended to coordinate clients’ withdrawals from investment assets, Social Security, Medicare premiums and other...

The pledge to ‘match or beat any verified offer’ from a competing provider follows a previously announced customer service guarantee.

Advisors Capital, WealthFeed partner to offer advisers AI-powered lead generation; MassMutual Ascend launches optional income rider on fixed-index annuities; Vestwell...

IncomeConductor updates annuity planning with advanced modeling for advisers; American Life expands product availability to New Hampshire; AllianceBernstein launches AB...

CAIS Advisors announces sports, media and entertainment fund; Magnifact introduces real-time annuity tracking at Revol One; Cohen & Steers launches...

Capital Group, KKR develop offerings to broaden access to private markets; Zocks, eMoney provide AI-powered document intelligence enhancement; InspereX, Luma,...

The product embeds the TIAA Secure Income Account, a fixed annuity, in a target-date fund.

Paychex introduces AI-driven notifications; Carefull provides security tools for Osaic; Morningstar allows Microsoft AI tools access to data; and more.

Syntax Data, PM Insights form data partnership to analyze private markets; WealthFeed and Proofpoint launch prospecting workflow; Betterment debuts commission-free...

The indexes, which will benchmark nontraded, semi-liquid funds, are scheduled to be released in the first quarter of 2026.

The tools aim to help investors understand climate risks within their portfolios.

Advyzon furthers integration with Schwab Advisor Services; iPipeline launches AI-Powered ‘CHARLi’ foundation; and Cetera introduces Private Wealth Portfolios for high-net-worth...

MetLife’s annuities will be available on Alight’s benefits platform, which serves nearly 12 million defined contribution plan participants.

In an exclusive interview, Vitera’s new CEO, Rebecca Tadikonda, explains the firm’s recent share class launch, market demand and re-branding.

Franklin Templeton expands ETF offerings; ISS STOXX unveils real asset climate solutions; Aberdeen Investment expands active ETF lineup; and more.

Clients will also gain access to a digital third-party administrator and a digital financial wellness platform.