Product & Service Launches – 10/2/25

Voya Financial Launches WealthPath Platform

Voya Financial Inc. introduced WealthPath, an integrated platform to deliver financial advice across its adviser network. Developed in partnership with Orion Portfolio Solutions LLC, WealthPath combines financial planning, investment strategy execution, portfolio review and relationship management into a single, streamlined solution.

WealthPath will initially roll out to advisers in Voya’s retirement adviser distribution system and to employee advisers in its investor channel. It offers concentric planning and portfolio workflows to improve client outcomes, adviser efficiency and long-term portfolio growth.

Broadridge Partners With WealthFeed

Broadridge Financial Solutions Inc. announced a strategic partnership and minority investment in WealthFeed Inc., a cloud-based platform that uses artificial intelligence to power lead generation and relationship management for financial advisers.

As part of the partnership, Broadridge’s AdvisorStream digital marketing platform will be embedded within WealthFeed’s SaaS platform for independent advisers, registered investment adviser home offices and enterprises.

The integration will enhance lead-generation efforts with licensed content, automated nurturing capabilities and predictive insights, using WealthFeed’s data monitoring and Broadridge’s InvestorView data.

Raymond James Investment Management Debuts 3 ETFs

Raymond James Investment Management debuted its first suite of actively managed exchange-traded funds, marking the firm’s entry into the ETF market.

The launch includes the RJ Eagle Vertical Income ETF, a multi-asset approach to fixed income and dividend equities; the RJ Eagle GCM Dividend Select Income ETF, a large-cap equity fund centered on dividend-paying companies with strong fundamentals; and the RJ Eagle Municipal Income ETF, which targets tax-advantaged income through municipal bonds.

All three funds are managed by Eagle Asset Management, a Raymond James boutique with a focus on income strategies. Eagle portfolio managers, including James Camp, Michael Gibbs and Burt Mulford, lead the investment teams.

Lincoln Financial, Partners Group Launch Royalty Fund

Lincoln Financial Group and global private markets manager Partners Group Holding AG unveiled the Lincoln Partners Group Royalty Fund, a cross-sector royalties evergreen fund available to individual investors in the U.S.

The new fund expands Partners Group’s royalty investment strategy, which spans pharmaceuticals, music, media, entertainment and energy transition. The approach employs multiple structures, including acquiring existing royalties, creating new royalty streams and lending against royalty assets. Partners Group has been active, completing 15 royalty investments in the past year.

MFS Expands Active ETF Lineup

MFS Investment Management introduced the MFS Active Mid Cap ETF, its sixth actively managed exchange-traded fund, offering investors exposure to the U.S. mid-cap equity market. The new fund invests across growth and value companies, building on MFS’ previous mid-cap strategies.

The launch follows MFS’ initial suite of five active ETFs, which had approximately $750 million in assets as of August 31.

Hartford Funds Launches Dynamic Bond ETF

The Hartford Mutual Funds Inc. introduced the Hartford Dynamic Bond Exchange-Traded Fund, an actively managed multisector bond strategy sub-advised by Wellington Management.

The ETF is managed by Connor Fitzgerald and Schuyler Reece, senior portfolio managers at Wellington who also oversee the Hartford Dynamic Bond Fund. That latter fund, which recently reached its three-year track record, has been among Hartford’s fastest-growing fixed income offerings.