Aegon Asset Management Announces Global Integration; Avantis Investors Launches Additional Mutual Funds; and Vanguard Creates New International Bond Index Fund.
The Stable Value Guaranteed Income Fund can be a valuable option for the conservative portion of anyone’s portfolio, says Patrick Murphy, CEO, John Hancock Retirement.
Companies with more than one employee can save up to $995 in set-up costs for a new 401(k) plan.
The software is being offered to financial professionals in three different membership tiers.
Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement flagship fund; and more.
According to the firm, “Sensible Fees” funds will enable investors to pay a low index or ETF-like base fee—only seeing a higher active management fee when fund performance objectives exceed the benchmark.
IM releases institutional portfolio data tool; Vantagepoint implements private alternative assets; Avantis selects State Street as ETF service provider; and more.
Financial Finesse enterprise (FFe) is focused on serving financial services firms seeking to evolve their impact by providing participants with access to financial coaching resources designed to accommodate all life stages.
Stadion Money Management launches custom managed account service; Hartford Funds presents interval fund; OpenInvest partners with LGIMA in ESG solutions; and more.
“Our goal is to provide wealth managers with a secure, data-rich and customizable experience designed to drive client satisfaction and optimize efficiency,” says RedBlack Chief Product Officer and Co-Founder Roel Vlemmings.
To guarantee or not to guarantee? For some of the leading recordkeepers and investment managers, that’s not a question they necessarily want to answer.
Timeline partners with Morningstar aggregation service; Watchdog Capital introduces securities platform; Principal Global Investors creates combined emerging markets fixed income team; and more.
The MarketingCentral platform also delivers access to a content library including videos, infographics, quizzes and calculators.
The firm says Principal Real Start has been a game-changer in driving positive retirement savings outcomes.
Schwab Advisor Services presents alternative investment marketplace platform; John Hancock Investment Management expands fixed-income suite; and Millennium Trust adds investments to Workplace Savings Solutions.
Understanding how long they may live opens up important retirement planning discussions with clients.
According to Cetera, fee-for-service payment models that provide the option for a one-time or subscription-based payment allow Cetera advisers to broaden access to an Advice-Centric Experience to more investors nationwide.
FIDx and Transamerica partner to provide annuities; Fidelity adds customized models to AMP solution; J.P Morgan improves TDF analysis tool; and more.
Mesirow Financial presents third mutual fund and managed account program, and MSCI builds indexes to track long-term megatrends.
The interactive sales tool also assigns a grade for retirement plans and is designed to improve advisers’ conversations with plan sponsor clients.