Products & Services

Congruent Solutions launches CORE PlanSuite; Lettuce Financial acquires Carry’s retirement, investing platform; Finny launches growth-driving agent; and more.

iCapital alternatives accessible on Envestnet UMA platform; SEI releases CIT onboarding platform; and Vanguard launches 2 index equity ETFs.

BetaNXT launches InsightX; GWN Securities taps Advisor360’s Parrot AI for adviser workflows; Jump expands partnership with Perennial Financial Services for...

NFP launches digital insurance platform and Zephyr expands custodial data aggregation for advisers.

Zocks partners with Cetera, launches MCP; ProCap acquires CFO Silvia; RiskDNA launches all-in-one platform for advisers.

Jump launches agent for advisers; Merrill and Bank of America introduce meeting tool; Mangrove Technologies rolls out digital asset ecosystem;...

iCapital partners with Aladdin Wealth, acquires Hexure; Manulife offers access to L&G investment solutions; Vanguard rolls out ETF suite; and...

Zocks releases life insurance assistant; Datalign launches wealth management agents; WealthFeed enhances prospecting; and more.

RFG launches ClickONE command center; NEPC launches a pooled employer plan; Lincoln Financial adds annuity solutions; and more.

Transamerica’s new  assistant consolidates retirement accounts; Manulife partners with Akka; FaybI AI agents offered in US; and more.

Morningstar introduces AI assistant embedded in adviser workflow; Wealthbox CRM platform adds 3 AI features; FutureVault unveils AI insights engine;...

Prudential launches insurance overlay on Franklin Templeton platform; Fidelity debuts new model portfolios; RightCapital releases AI-powered tool; and more.

F&G Annuities joins Voya Financial’s annuity platform; Vanguard adds 17 funds to investor choice program; and more.

The collective investment trust series is supported by funds from eight asset managers.

Betterment expands model marketplace with new portfolios; Kestra Holdings unveils new client portal powered by Addepar; Nasdaq unveils private capital...

ISS Market Intelligence acquires family office data platform; Alphathena and Evergreen Wealth will deliver tax-aware direct indexing; and more. 

Prizm, Holistiplan partner on 1-click insurance reviews for advisers; BlackRock, Partners Group launch private markets SMA; FINNY, Osaic bring AI-powered...

TIAA launches multi-year guaranteed annuity; Franklin Templeton debuts emerging markets debt ETF; Trump Media announces separately managed accounts; and more.

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...