Product & Service Launches – 1/15/2026
Osaic Partners With ActiFi, Greene Consulting to Expand Adviser Academy
Osaic Inc. announced strategic partnerships with ActiFi Inc. and Greene Consulting Associates LLC to upgrade its Wealth Advisor Academy and Financial Planning Jump Start programs.
The Osaic Wealth Advisor Academy was designed to develop advisers’ planning and practice-management skills. According to the announcement, Osaic found that academy participants brought in net new assets at twice the rate of their peers.
The Financial Planning Jump Start Program provides early-career advisers with proactive, individualized support from Osaic coaches. The announcement stated that recent program participants showed a 150% increase in readiness, knowledge and confidence when engaging clients in financial planning conversations.
CeriFi, Wake Forest University Launch Small Business Wealth Adviser Program
CeriFi LLC, an education provider for financial services professionals, launched a small business wealth adviser certificate program in partnership with Wake Forest University. According to the announcement, the self-paced, 40-hour program is the only university-accredited curriculum that prepares financial professionals to serve private business owners across the entire business life cycle, from startup to succession.
The program includes video lessons, podcasts and revenue-ready planning tools for business decisions and personal wealth creation. The announcement stated there are more than 34.8 million small businesses in the U.S., but fewer than 5% of advisers are adequately trained to meet their needs.
Enrollment for the certificate program opens this month, and advisers can preview the course by accessing the first module for free.
Venn by Two Sigma to be Sold to Insight Partners
Venn by Two Sigma, a quantitative investment analytics tool from the eponymous quant firm, will be sold to private equity firm Insight Partners. The company will be merged with Solovis, another portfolio management and analytics tool and a portfolio company of Insight Partners, who acquired it from Nasdaq in September 2025.
The individual brands for the separate products will be retained.
Venn has more than 240 clients, including asset owners, wealth managers, asset managers, outsourced CIOs and investment consultants, who manage $25 trillion in assets, according to its website.
PensionBee Joins SS&C RolloverCentral With 1% Match
SS&C Technologies will allow rollovers to PensionBee IRAs via its RolloverCentral platform. As part of the launch, PensionBee is offering a 1% match on all rollover amounts and new contributions, aiming to reduce friction in the rollover process and incentivize savers to consolidate retirement assets.
The RolloverCentral platform offers an automated rollover process that removes paperwork and other checks typically required during the process, according to the announcement.
Talcott Enters Retail Annuity Market
The Talcott Financial Group Ltd. launched its first retail annuity offerings with three fixed-annuity products designed to support accumulation and guaranteed income needs.
The lineup includes two fixed-indexed annuities and a multi-year guaranteed annuity and offers pre-retirees and retirees principal protection.