Investment Product and Service Launches
Schwab Asset Management reduces fees on 10 funds; LeafHouse Financial Services announces new DCIO service; and Russell Investments expands personalized managed accounts.
Investment Product and Service Launches
MSCI launches next generation of equity factor models, while Robeco launches quant credit strategy focused on SDGs and climate.
FutureFuel.io Announces New Acquisition, Rebrand
With its acquisition of College Finance Company, the company, now known as Candidly, says its platform can be delivered as an employee benefit or embedded into a partner’s native experience.
Investment Product and Service Launches
Nationwide adds two new death benefit features; Putnam Investments to launch five new investment strategies; and Broadridge launches multi-account collective investment trust fund.
Investment Product and Service Launches
Vontobel expands retirement plan offerings; Brooklyn Investment Group and Apex to launch A.I.-powered unified managed account platform; BlackRock updates multifactor ETF suite; and more.
Special Training Course for Advisers Serving Gov, Military Clients
Mike Harris, chair of retirement studies at the College for Financial Planning and a 1982 graduate of the U.S. Air Force Academy, will lead the program.
Invesco and Cerulli Launch Practice Innovation Index
According to the firms, the index builds on the concept that high-performing financial professionals measure their success by the impact they make on clients’ lives.
Milliman Partners with SecureSave on Emergency Savings
According to the firms, employees with access to SecureSave save an average of $103 a month towards an emergency savings account.
Investment Product and Service Launches
Putnam Investments to develop suite of sustainable retirement target-date funds; PGIM Investments expands actively managed fixed income ETF lineup; Nationwide adds new solution to address market volatility; and more.
Empower Partners with Rockefeller Capital on 3(38) Service
Plan sponsors and plan fiduciaries that use the service would add an extra layer of fiduciary protection, with Rockefeller serving as an ERISA 3(38) investment manager.
Investment Product and Service Launches
Pacific Life announces collaboration with Wespath and WTW on qualifying longevity annuity contract option; Principal Global Investors launches active real estate ETF; and BNY Mellon Investment Management partners with UBS to offer model portfolios.
Transamerica Latest to Add Emergency Savings Accounts
The solution, which aims to help employees save for unexpected events that may impact their retirement security, is being rolled out via new relationships for the firm with Millennium Trust Company and SecureSave.
Investment Product and Service Launches
Alquity and Spouting Rock to launch new U.S. ESG investing platform; State Street Global Advisors launches new ETF; Northern Trust partners with Enfusion as part of whole office strategy; and more.
PLANADVISER Vision Awards
PLANADVISER announces winners of Vision Awards, to be handed out at the 2022 PLANADVISER Industry Leaders Awards on May 3, 2022 in New York City.
65 Incorporated Rolls Out Medicare Planning Software for Advisers
The i65 suite of software products enables financial advisers to help clients with some of their most consequential retirement decisions.
Commonwealth Launches Brand Studio Marketing Solution
The marketing resource is meant to simplify the brand-building experience and to help financial professionals grow their practices.
The CAIA Association Introduces New Educational Tool
The association’s new platform is designed to fill educational gaps for advisory professionals across the wealth management industry.
Investment Product and Service Launches
AssetMark announces values-driven investment program and inaugural ESG report; Dimensional lists three new emerging markets equity ETFs; Allspring Global Investments selects SEI Trust Company to serve as successor trustee for CIT business.
CFP Board Publishes New Book on Psychology of Financial Planning
The book seeks to help advisory professionals understand the psychology of financial planning, and its publication coincides with the first time the topic of psychology factored into the CFP exam.
Investment Product and Service Launches
WisdomTree launches portfolio and growth solutions; Truelytics and BlackRock partner to bring data and analytics to advisers.