Products

Investment Product and Service Launches

Vestwell and Morningstar create 3(38) service; GSAM announces first actively managed ETF; Lyxor Americas launches hedge fund program for institutional investors; and more.

Art by Jackson Epstein

Investment Product and Service Launches

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and MainStay moves target-date funds to other asset allocation funds.

Paychex Adds Plan Health Report to Retirement Plan Adviser Portal

Using retirement readiness measures, advisers have access to an objective guide to help evaluate plan status, and allowing advisers to compare metrics for plans of similar size and scope provides assessment opportunities so advisers can easily adapt plans to accommodate changing dynamics.

Art by Jackson Epstein

Investment Product and Service Launches

WisdomTree Restructures European and Japan Equity Funds; SSGA Launches Sector Rotation SPDR ETFs; Vanguard Files SEC Registration for Commodity Strategy Fund; and more.

Pentegra Releases Millennial SmartPath

Pentegra Millennial SmartPath is a report detailing best practices and strategies for Millennials to help improve retirement readiness and overall financial wellness.

TIAA Enhances Retirement Income Profile Tool

Available to all customers, the tool analyzes an individual’s real-time account information, along with their responses to a handful of simple lifestyle and financial questions, allowing for projections and interactive analysis of retirement income strategies.