Products & Services

HarbourVest Appoints Global Private Wealth COO, Product Management Head; Modera Wealth Management hires new CIO and COO; and more.

American Beacon, Mercer collaborate on model portfolio solutions; T. Rowe Price launches actively managed crypto ETF; Vanilla unveils concierge trust...

Voya Partners expands SinglepointAI partnership; Amplify launches custody solutions for RIAs; First Recon AI rolls out security platform; and more.

Vanguard offers adviser framework to Envestnet; BlackRock Aladdin expands private markets benchmarks, indexes; Bloomberg provides pre-trade analysis API; and more.

Candidly releases Trump Accounts guidance; OakPath launches personal coach ‘Aggi’ for retirees; and Vestmark opens AI research center.

Ascensus adds Roth options to SIMPLE IRA plans; MissionSquare to offer debit cards for health savings accounts; and more. 

CentSight launches platform for business owners; RightCapital releases Agent Iris; and Advisor CRM Debuts Ember for Client Engagement.

Betterment expands workplace benefits, Fidelity adds Trump Account rollovers, and more. 

YCharts releases agents for financial advisers, asset managers; Zocks launches client query platform for advisers; Wallace Finance offers custom indexing,...

Morningstar Wealth launches model portfolios with private market access; AE Wealth Management offers securities-based lending assistance; SEI introduces platform for...

BetaNXT partners with DeepSee for adviser, client retention; Janus Henderson builds investment, client tools with Percepta; DeepVest introduces firm-level governance...

FINNY Launches Enterprise Growth Platform for Wealth Management Firms; PGIM expands ETF lineup With 2 Securitized Credit Funds; Schwab Asset...

Claro Advisors launches AI assistant; Zocks, Conquest Planning introduce AI integration; and Clearwater Analytics offers AI products for institutional investors.

Voya launches multi-manager alternative collective investment trust for defined contribution plans; Baillie Gifford debuts US exchange-traded funds; and more.

FMG launches marketing intelligence system for advisers; Zocks provides tech for Hightower advisers; Broadridge extends partnership with Kyndryl for digital...

PGIM launches actively managed core equity ETF; MetLife introduces flexible annuity option to guaranteed income offering; Dimensional Fund Advisors partners...

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...