BNY Mellon Investment Management creates custom target-date builder; Hartford Funds builds commodity-focused ETF; Northern Trust invests in Essentia Analytics; and more.
Among its features is the Money Mood tool, which assesses a consumer’s relationship with money.
The service is expected to launch for Vanguard's 401(k) plan clients in mid-2022.
iJoin partners with ProNvest; MSCI Releases new climate solution; ProManage launches managed account service with Nyhart; and more.
As a result, more workers say they want investment advice from professionals.
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.
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.
Additionally, the firm has pledged to double the qualitative and forward-looking Morningstar Analyst Rating coverage of model portfolios by the end of 2021.
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.
The guide also explains how plan advisers can help employers add sustainable funds to their lineups.
The firm says these additions allow customers to include all three ESG categories within their 401(k)s.
The technology engine behind Accelerate is a version of RPAG’s adviser platform.
Transamerica's program will be offered exclusively through UBS Financial Advisors.
The updated Franklin Templeton solution presents an easy-to-understand estimate of available income from different asset sources, while modeling an investor’s needs and goals over time.