Employees will be allowed to transfer up to 5% of their balances into a secure account that has exposure to certain cryptocurrencies.
Morningstar invests $11 million in iraLogix; Transamerica announces latest R6 share classes; and ESG Asset launches new capital health care disruptors fund.
The firm is experiencing a surge in B/Ds and RIAs requesting assistance with the new rule as the enforcement date approaches.
Its features include fractional trading up to eight decimal points, auto-rebalancing and real-time account opening and trading.
It also helps wealth management RIAs be better prepared for examinations.
MSCI new framework to evaluate decarbonization targets and Vanguard announces upcoming changes for dividend funds.
The leadership team at Moneta says the firm’s recent launch of its own trust company fortifies its independence and commitment to helping clients transfer their wealth from one generation to the next.
LPL Financial is putting its affiliated advisers on an inside track to mine consumer prospects via SmartAsset’s digital platform and connection service.
The partnership offers adviser managed accounts, an application programming interface (API) to provide personalized participant advice and a library of APIs to create a robo-advisory platform.
T. Rowe Price announces fee reductions on TDFs and trusts; ICMA-RC details new updates to its managed accounts platform; Northern Trust updates workflow tool; and more.
The service is designed for small accounts with less than $5,000.
Stadion Money Management launches managed account technology; Vanguard expands access to private equity; and MSCI builds private infrastructure modeling service.
It focuses on MEPs, PEPs and aggregation programs.
It gives sponsors a way to document the fiduciary oversight process.