Investment Product and Service Launches
Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor access to public fixed income strategies; and more.
A $500 Step Towards Financial Wellness
The nonprofit financial wellness provider SaverLife has teamed up with the KFC Foundation to meet the straightforward but ambitious goal of ensuring KFC workers can amass $500 in emergency savings.
Investment Product and Service Launches
CUNA Mutual Group issues new annuity with Members Life; Lincoln Financial Group Partners with YourPath; and Allianz Life launches income and annuity solution.
Spark Institute Issues Recommendations for Cybersecurity
The standards it’s developing provide ‘more explicit guidance’ to decrease cyber fraud.
ProNvest Launches Fintech Platform
It can cull data for advisers, banks, credit unions, insurance firms and other institutions to give an overview of a person’s defined contribution plan holdings.
Investment Product and Service Launches
Fiduciary Insurance Services to provide annuity evaluation services; Alegeus partners with CAPTRUST on new HSA solution; and Cabana launches new ETF suite with ETC.
Vestwell Managed Account Platform Helps Advisers Meet Needs in Small Plan Market
The platform uses Franklin Templeton’s Goals Optimization Engine and helps advisers provide an offering to small DC plan sponsors and participants in a cost-efficient way.
Investment Product and Service Launches
MFS makes changes to CIT line and Diligend and eVestment partner on data exchange platform.
Principal Selects Edelman for Retirement Advice and Financial Wellness Offering
Select large employers on Principal's recordkeeping platform can provide access to Edelman Financial Engines’ financial planners, an array of financial education tools and online advice.
Franklin Templeton Collabs with Tech Platform on Personalized Investment Solution
The firm is partnering with vWise Inc., a platform designed to be effective in institutional, adviser-sold and retail financial markets.
Investment Product and Service Launches
Northern Trust announces latest digital document capture feature; Adaptive Investments partners with WealthShield to manage portfolios; and Equitable adds managed accounts and cash balance plan to solutions for small businesses.
Riskalyze Introduces Best Interest Proposal Assessment
The firm says it will provide advisers with the documentation they need to prove they are following regulations, including new rules with client rollovers.
Principal Financial Group Strategic Review Leads to New Focus
The firm is getting out of the retail annuity business and focusing on its retirement and asset management businesses, including initiatives to improve the participant experience.
Paper Offers Tips for Incorporating ESG Investing in DC Plans
DCIIA says it aims to provide practical steps consistent with fiduciary obligations.
Public Plans Database Now Includes DC Plan Information
Users can get information on DC assets, membership, investment options, contributions, plan types and provisions.
Firm Launches TPA Focused on Public Plans
It plans to offer a centrally managed platform for education and participant support.
Investment Product and Service Launches
Nationwide partners with AB to offer in-plan income guarantees; Voya’s new stable value solution offers manager diversity; Bloomberg and MSCI launch emerging markets ESG index suite; and more.
BPAS and MP Partnership Focuses on Integrated Technology Solutions
Both companies offer the option to customize and manage service providers across employee benefit, payroll and accounting services.
BofA Rolls Out Personal Retirement Strategy
Designed for institutional and corporate retirement plan clients, PRS delivers personalized insights, guidance and tools.
Investment Product and Service Launches
Dimensional Fund Advisors converts several mutual funds into active ETFs and Investment Metrics launches factor analysis platform.