Products & Services

Vanguard launches dynamic active-passive portfolio series for advisers; Polen Capital launches 2 growth equity ETFs; Partners Group announces private equity...

Hamachi partners with Modelist to deliver portfolio intelligence; Altvia connects private markets data to firm tools; OneStream releases blueprint for...

July, Chairvolotti Financial partner on custom 401(k) offering; Vestmark launches AI-powered portfolio monitoring Tool; Alight expands partner network with Cylinder,...

Broadridge Deploys Agentic Capabilities Across Capital Markets, Wealth OperationsBroadridge Financial Solutions Inc. announced that its agentic artificial intelligence capabilities, including...

Intuit taps Vestwell to partner with QuickBooks 401(k); Morgan Stanley Investment Management opens wealth education center; IRA Financial expands investment...

Ncontracts introduces Nquiry compliance platform; Advisor CRM launches Beacon assistant; HFS Research debuts data intelligence suite; and more.

Bridgewise, X collaborate on social sentiment for global markets; Vanguard unveils BondBuilder model portfolio suite; Fidelity launches small-, mid-cap ETFs;...

Lincoln Financial joins Waterlily long-term care platform; IRALogix, Capitalize partner to streamline rollovers; Citi Wealth, Advyzon develop global unified managed...

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.