Wilshire 5000 Index Sold After Provider Closes
Wilshire Indexes, which formerly offered the Wilshire 5000 stock market gauge, could not outcompete larger benchmarking businesses.
Products
OneVest Launches AI-Powered Wealth Relationship Workspace
The platform debut follows OneVest’s strategic partnership with Merit Financial Advisors.
DPL Introduces Interactive ‘Annuity Review’ Tool
The offering is intended to help advisers identify annuity contracts that can be exchanged for a fee-based product and to...
Retiring with Dignity: A Right Worth Fighting For
TIAA Retirement Solutions CEO Kourtney Gibson emphasizes the importance of TIAA’s embedded lifetime income annuities to the future of retirement...
Marsh Unveils Health Benefit Price Transparency Tool
Network Navigator allows employers to benchmark providers’ costs.
Carta Partners With Vestwell, Morgan Stanley on Retirement Planning Service
Carta 401(k) provides retirement guidance to high-growth companies using technology from Vestwell and oversight from Morgan Stanley.
Product & Service Launches – 2/19/26
American Beacon, Cordillera team up to deliver private market solutions; STOXX, DWS collaborate on ETF; Bloomberg offers SOFR swap futures...
LIMRA Launches Lifetime Income Marketing Campaign
The initiative will encourage financial professionals to recommend lifetime income products and raise awareness among members of Generation X.
America250, ICI Team Up to Promote Investment Funds
The partnership will feature digital content and a national advertising campaign.
MassMutual Adds New Riders to Annuity Portfolio
Additional income guarantee features have been incorporated into MassMutual’s annuity portfolio.
Altruist Includes Tax Planning on AI Platform for Advisers
Hazel, an artificial intelligence-powered platform, also launched interactive scenario modeling that can analyze retirement transitions.
Light 401(k) Trading Trend Continues Into 2026
International equity and emerging market funds saw the most net trading inflows.
Schroders, Apollo Announce Wealth, Retirement Investment Product Partnership
The agreement is intended to expand their offerings, including a collective investment trust for the US defined contribution pension market.
Vanguard Lowers Expense Ratios on 52 Funds for Retirement Plans
The funds are part of a total of 84 share classes that received reductions.
LIMRA Predicts Continued Annuity Growth This Year
Data show 2025 was the fourth consecutive year of record sales.
TDF Allocations Nearly Doubled Over 11 Years
DCIIA estimated an annual increase of about 2.5% from 2013 to 2023.
Product & Service Launches – 11/6/2025
AE Wealth Management releases AE Private Exchange; Benegames launches MaxHSA; and CWAN introduces AI platform.
Product & Service Launches – 10/16/2025
CAIS, LODAS Markets launch secondary marketplace for private funds; RightCapital releases product to streamline transition of money to its platform;...
Plan Fiduciaries Compare Annuities in Subscription-Based ‘Hub’
The 401(k) Annuity Hub lets plan advisers and sponsors access a database of annuities while choosing retirement income options for their participants.
Product & Service Launches – 9/25/25
Equitable expands suite of RILAs; Prudential, LPL collaborate on insurance overlay; Snappy Kraken launches real-time AUM pipeline dashboard; and more.