Ubiquity says its new 3(16) services will allow it to take on heavily regulated fiduciary responsibility, while it will receive business referrals from Paycor to provide retirement benefit solutions.
DWS releases climate-focused Xtrackers ETF.
The tool reduces complexity for borrowers and lowers the administrative burden for employers by automating several steps of the application process.
The courses, approved by the North American Securities Administration Association, will provide investment advisory representatives with training on best compliance practices, investment products and ethics.
Schwab Asset Management reduces fees on 10 funds; LeafHouse Financial Services announces new DCIO service; and Russell Investments expands personalized managed accounts.
MSCI launches next generation of equity factor models, while Robeco launches quant credit strategy focused on SDGs and climate.
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.
Nationwide adds two new death benefit features; Putnam Investments to launch five new investment strategies; and Broadridge launches multi-account collective investment trust fund.
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.
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.
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.
According to the firms, employees with access to SecureSave save an average of $103 a month towards an emergency savings account.
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.
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.