Investment Product and Service Launches
Broadridge enhances fiduciary toolkit for advisers; GoalPath makes managed accounts available on iJoin; BlackRock announces option to include annuities in target-date strategies; and more.
Morningstar, PAi Partner on ESG PEP
The objective of the new pooled employer plan will be to create as close to a complete environmental, social and governance investment lineup as possible.
Investment Product and Service Launches
Victory Capital expands VictoryShares ETF offerings; RetireOne and Midland National launch portfolio retirement income guarantee solution; Transamerica broadens availability of stable value option; and more.
New Tool Offers Personalized Projection of Expected Health Costs in Retirement
HSA Bank's Retirement Healthcare Cost Calculator is designed to show the value of saving and investing in health savings accounts (HSAs).
Investment Product and Service Launches
Fidelity launches real-time fractional and share trading to advisers; BlackRock rolls out private market tool; abrdn presents new industrial metals ETF; and more.
The Standard Announces New Recordkeeping Solution Aimed at Small Plans
The platform is said to accommodate plan growth without time-consuming conversions.
Gallagher Launches Personalized Wellness Coaching Service
The new Gallagher Money Coaching program is focused on promoting financial well-being and resiliency through personalized coaching.
Investment Product and Service Launches
BNY Mellon Investment Management creates custom target-date builder; Hartford Funds builds commodity-focused ETF; Northern Trust invests in Essentia Analytics; and more.
MetLife Introduces Financial Wellness App
Among its features is the Money Mood tool, which assesses a consumer’s relationship with money.
Vanguard Partners With Retirement Clearinghouse for Auto-Portability Solution
The service is expected to launch for Vanguard's 401(k) plan clients in mid-2022.
Investment Product and Service Launches
iJoin partners with ProNvest; MSCI Releases new climate solution; ProManage launches managed account service with Nyhart; and more.
U.S. Ranks 17th in Retirement Well-Being
As a result, more workers say they want investment advice from professionals.
CAPTRUST, T. Rowe, NBS Team Up on ‘MEP-PEP Alternative’ for Small Clients
The Direct Fiduciary program aims to allow companies to significantly reduce the amount of time spent managing an individual 401(k) plan by outsourcing administrative and investment fiduciary responsibilities.
Investment Product and Service Launches
J.P. Morgan AM launches lifetime income solution; Allianz Life Partners with iJoin and IPX to offer guaranteed income option; Janus Henderson Launches Five Actively Managed Sustainable Exchange-Traded Funds; and more.
Morningstar to Launch Model Portfolio Star Ratings in Q4
Additionally, the firm has pledged to double the qualitative and forward-looking Morningstar Analyst Rating coverage of model portfolios by the end of 2021.
Broadridge Fi360 Offers Enhanced Solution Ahead of DOL IRA Rollover Requirements
The Decision Optimizer tool offers a customizable, turnkey solution to help financial advisers and home-office clients comply with evolving ERISA plan/IRA transfer regulatory requirements.
US SIF Lays Out Steps for Plan Sponsors to Consider Before Adding ESG Investments
The guide also explains how plan advisers can help employers add sustainable funds to their lineups.
ShareBuilder 401(k) Announces ESG Additions to ETF Lineup
The firm says these additions allow customers to include all three ESG categories within their 401(k)s.
Accelerate Retirement Announces Alliance for Independent Advisers
The technology engine behind Accelerate is a version of RPAG’s adviser platform.
Transamerica Launches Exchange Platform Featuring UBS RPM
Transamerica's program will be offered exclusively through UBS Financial Advisors.