Products

Users will be able to view their education savings alongside their other investments in one dashboard. 

The proprietary health savings account will put participant savings into Hub-selected investment funds.

Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.

Potomac makes model strategies available at American Trust Custody; Central Pension Fund partners with V3locity; Lumen Advisors and Sparo announce...

Retirement and wealth head discusses the firm’s IRALogix-backed offering to extend further into wealth management solutions for participants.

The wealth manager will now provide employers with a wellness platform that connects back to their wealth adviser services. 

Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and...

Choreo launches Choreo Partner Alliance; Gainbridge announces upcoming B2B insurance-as-a-service platform; New York Life introduces new suite of term life...

Volatile markets amid high interest rates have driven asset growth on SS&C’s retirement income platform to more than $1 billion.

The financial solutions firm will now provide workplace and retirement plan programs from one division as retirement savings and wealth...

John Hancock Retirement launches dynamic default investment feature; Tata AIA upgrades Life Fortune Guarantee Pension; Putnam Investments launches emerging markets...

Envestnet launches ActivePassive ETFs; Orion Advisor Technology reveals industry’s first ChatGPT integration; AI chatbot Mo debuts on Morningstar platforms; and...

SMArtX adds 25 strategies to unified managed accounts platform, including from Fidelity and Nuveen; Goalsetter partners with Envestnet; Holistiplan tax...

Allianz Life enhances variable annuities; Brighthouse Financial improves Shield Level Annuities Product Suite; and more.

New PGIM research also signals a potentially larger market for the guaranteed income product.

The CIT division purchased by private equity firm Madison Dearborn Partners is now its own entity selling the popular 401(k)...

Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.

Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.

The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.