
Morningstar, PAi Follow DOL Rule with ESG-Driven Pooled Employer Plan
Third-party administrator PAi has teamed up with Morningstar to offer small and medium-sized businesses an employer retirement plan with an ESG overlay.

Investment and Product Services
Vanguard offers multi-sector income bond fund; Hub starts HR technology consulting practice; Vestmark launches six direct-index separately managed accounts; and more.

OneAmerica Teams Up With Benartzi on New Retirement Income Product
The personalized strategy to provide a monthly retirement paycheck was designed by behavioral economist Shlomo Benartzi; a pilot program is in the field with retirement plan advisers and plan sponsors.

SageView Launches Financial Education Platform for Participants
One of the country’s largest independent retirement plan advisories taps Kerry Woods to lead a new financial readiness platform to provide financial planning services for retirement plan participants.

Delta Taps Fidelity to Run New Emergency Savings Program
Starting in January, Delta will give eligible employees up to $1,000 toward an emergency savings account if they complete a financial education program.

Investment Service and Product Launches
FiComm and ProudMouth team up on adviser podcasting; 21Shares launches crypto index; Caplight launches platform to monitor private company valuations; and more.

A Method for Comparing Retirement Plan Annuities
John Faustino, the head of Fi360, a Broadridge company, discusses new guidance to help advisers pitch in-plan retirement income annuities in a year when the products may be getting more attention.

Adviser Product Partnerships
Lincoln Financial expands employer wellness offers to student debt management; Docupace brings new productivity toolkit for advisers; digital bank Green Dot adds cash account from Wealthfront; and more.

Investment Service and Product Launches
Fintech Save starts ESG-focused savings program; ConsumerTrack now officially GoBankingRates; Bitget launches new crypto trading platform; and more.

Adviser Product Partnerships
Linqto brings private equity investing to Millennium’s retirement portfolios; Wealthcare Capital Management partners with retirement, health and home equity firms; Morningstar launches research portal for financial advisers; and more.

Morningstar Launches Platform to Compare, Sell Annuities
The investment research firm has built the Annuity Intelligence Center for advisers amid a boom in the insurance product due to higher interest rates and retirement income demand.

Investment Service and Product Launches
Preqin brings benchmarking to “opaque” alternative assets market; Fortress start new alternative asset investment division; Pimco fund taps private and commercial real estate; and more.

Fidelity Moves Adviser Services Out of Institutional Investing to Align with Brokerage and Technology
Fidelity said it has moved client services and technology out of institutional investment to improve innovation and speed to market for in-demand digital services.

Adviser Product Partnerships
Schwab partners with Envestnet for cloud-based billing solution; AICPA and CIMA launch ESG fundamentals program for accountants; ShareBuilder 401k Waives Plan Setup Costs in December for Small Businesses; and more.

Investment Product and Service Launches
Securian and QPA launch managed account for plan sponsors; ProShares and S&P announce ETF to invest in surging battery metal market; Franklin Templeton teams with experts on free alternative investment education program; and more.

NQDC Plans Increasingly Used to Try and Draw, Retain Execs
Nonqualified deferred compensation plans are an increasingly popular tool in the talent war for top executives, with significant growth at small and mid-size firms.

Investment Product and Service Launches
Hartford Funds launches new factor-based equity ETF; BenchMine creates free search engine for 401(k) industry plan data; and Corebridge Financial introduces Dimensional Index designed for Power Series of Index Annuities.

Adviser Product Partnerships
DPL partners with Corebridge Financial on RIA advisory annuity solutions; Fidelity Institutional enhances adviser technology; Choreo partners with Pontera on held away asset management solution; and more.

Investment Product and Service Launches
MarketVector announces partnership with portfolio-as-a-service provider; J.P. Morgan Wealth Management launches remote investing advice; T.Rowe Price launches floating rate ETF; and more.

Alight Expands Partner Network to Add Well-Being Solutions
Worklife platform’s new partners add musculoskeletal care and tobacco cessation solutions to promote employees’ well-being.