Products & Services

The asset management behemoth reallocated Oaktree’s advisement to two other current managers of the emerging market fund.

Vontobel brings new actively managed mutual fund to US; Voya adds stable value fund with Great Gray Trust; and Fidelity...

A new guaranteed lifetime withdrawal benefit can be offered through a managed account and is part of a diversified fund.

A new defined contribution managed account offers participants a chance to invest in a deferred fixed-income annuity.

Interactive Brokers adds retirement planner to portfolio analysis platform; Paychex PEP offering tops $1B in assets; vWise offers AI-generated video...

An ETF product platform is expected to launch in 2025.

Pearl Diver Credit Co. Inc. launches initial public offering; Ocean Park Asset Management announces launch of 1st ETFs; TIAA launches...

The partnership comes ahead of a likely drop in interest rates that will make the insurance-backed offerings more attractive.

The wealth management platform augments its income planner for financial advisers currently managing more than $4 billion per year.

T. Rowe Price launches tax-free fixed-income ETF; Broadridge adds values-based investing tool for advisers; and Principal brings second annuity with...

Participants with 401GO plans can access their contribution history, investment performance and other resources.

The new tool allows plan fiduciaries to evaluate the growing list of in-plan DC annuity options.

Orion launches stand-alone trading solution, bundle for new advisers; Netchex partners with Vestwell on 401(k) for small and midsize firms;...

As new Blackstone financial adviser surveying reiterates the growth in private market investing, can asset managers leverage the moment to...

John Hancock launches multi asset credit fund with Manulife; Morgan Stanley Wealth adds suite of generative AI tools; Avantis offers...

RIA jumps into the PEP space as the 3(38) investment manager and financial adviser for a couple pooled plan options.

Middleware providers that offer annuity incorporation and portability across retirement plan recordkeeping platforms will play a key role in uptake,...

The RIA, specializing in syncing financial advisers to 401(k) assets, launches a digital platform for advisers to manage held-away accounts.

New York Life Investments renames mutual funds; AB launches two actively managed ETFs; Equitable adds to corporate endowment solutions; and...

The advisory’s second pooled employer plan will include a default iJoin managed account and has plans for a TIAA/Nuveen retirement...