Investment Product and Service Launches
Vanguard to expand ESG lineup; TIAA offers lifetime income for corporate retirement market; and MSCI announces alliance with Menai Financial Group.
RIA Launches New Tool for Retirement Plan Advisers for Tax-Exempt and Government Plans
The new retirement plan governance platform targets challenges presented in some non-ERISA retirement plan types.
Investment Product and Service Launches
DPL introduces new asset allocation option for RIAs; Vanguard expands target retirement lineup for youngest retirement investors; State Street Global Advisors enhances ESG portfolio construction; and more.
New Transamerica Solution Reflects Small-Market Developments
The firm says its new retirement plan offering, targeted at small employers, is ‘value focused’ and tailored specifically for efficiency.
Lincoln Financial Revamps Participant Website
The firm says the digital tools embedded on the website are designed to encourage participants to engage more with their accounts.
Investment Product and Service Launches
AllianzIM debuts second buffered outcome ETF and new upside caps for January series; T. Rowe Price acquisition expands alternative investment market footprint; and more.
Lincoln PathBuilder Income Solution Goes Live on SS&C Platform
The firm says there is significant consumer interest in an in-plan investment option that guarantees lifetime income in retirement.
HealthyHive Introduces Adviser HSA Educational Program
The program provides health savings account educational tools to help expand an adviser’s knowledge about the intersection of health, wellness and finances.
Investment Product and Service Launches
State Street launches new retirement income strategy, while Federated Hermes launches two new ETFs.
Investment Product and Service Launches
BNY Mellon Investment Management launches active sustainable ETFs; Northern Trust partners with Accelex on alternative asset data; Ninety One rolls out international franchise fund; and more.
FeeX and Coastal Partner on Held-Away Account Solution
The firms say held-away accounts often represent a large opportunity for individuals to grow their net worth, but they have historically been challenging for advisers to support.
Investment Product and Service Launches
Alpha and Nasdaq extend relationship; OneAmerica launches new adviser managed account service; PGIM Investments launches new bond funds; and more
Sharebuilder 401k Waiving Set-Up Fees for New 401(k) Plans
The firm offers a resource to inform employers of the top tax benefits in starting a 401(k) plan.
QPA Launches PEP Featuring Adviser Managed Accounts
The pooled plan solution is being launched in partnership with Newport Group.
Investment Product and Service Launches
Vanguard announces plan to launch new China equity fund; Two Sigma and eVestment to partner through Venn; Fingage and OWL Analytics announce partnership; and more.
More Firms Are Addressing the Group Plan Market
Franklin Templeton has selected a new group plan recordkeeper in Transamerica, while PRI and Waypoint have formed a new joint company called Group Plan Systems.
Updated myStockOptions Year-End Planning Site Updated
To help employees with equity compensation, myStockOptions.com has updated its education and guidance on the major issues, decisions and financial-planning strategies for the end of 2021 and the start of 2022.
NFP and MoneyLion Expand Partnership
MoneyLion has integrated with NFP’s WellCents financial wellness solution, with the goal of offering more personalized financial services to employees.
Itzoe Launches Getre(k)ruited.com Industry Networking Platform
Josh Itzoe says the idea for his new venture—a networking and hiring platform focused on firm culture and professional preferences—came from conversations he has had since selling his stake in Greenspring Advisors.
Investment Product and Service Launches
SEI acquires Novus Partners; Dimensional Fund Advisors lists four fixed-income ETFs; BrightPlan unveils new capabilities to support responsible investing; and more.