Product & Service Launches – 6/11/2026

FINNY Launches Enterprise Growth Platform for Wealth Management Firms

FINNY introduced FINNY for Enterprise Teams, an artificial-intelligence-powered growth platform designed for centralized marketing and business development teams at large wealth management firms.
The platform enables personalized prospect outreach, intelligent lead routing and enterprise-scale adviser support.
Mercer Advisors, the flagship user, is deploying the technology across its national adviser network to support organic growth and client acquisition efforts.

PGIM Expands ETF Lineup With 2 Securitized Credit Funds

Prudential Global Investment Management launched two exchange-traded funds—the PGIM AAA CLO Aggregate Duration ETF (AAAD) and PGIM Securitized Income ETF (PINC)—expanding its active ETF platform with new securitized credit strategies.

AAAD combines AAA-rated collateralized loan obligation exposure with a duration overlay designed to provide core bond-like interest-rate sensitivity, while PINC offers diversified exposure across securitized credit markets.

The funds seek to deliver income and total return opportunities through PGIM’s credit expertise.

Schwab Cuts Fees on 4 Equity Index ETFs

Schwab Asset Management reduced expense ratios on four equity index exchange-traded funds: SCHM, SCHA, SCHC and SCHE.

The fee cuts bring the fees on a majority of Schwab’s core market-cap-weighted exchange-traded-fund lineup down to just 3 basis points, according to the release, further intensifying competition among low-cost ETF providers and lowering portfolio construction costs for investors.

CME Group, Morningstar Partner on New Index Derivatives

CME Group Inc. and Morningstar Inc. entered an exclusive, multi-year licensing agreement that will allow CME to launch derivatives tied to several Morningstar equity benchmarks, including U.S. total-market, large-cap, mid-cap and small-cap indexes.

The partnership marks the first time CME will offer derivatives linked to Morningstar’s market indexes, which underpin more than $3 trillion in benchmarked assets.

T. Rowe Price Debuts Capital Appreciation Market Opportunities ETF

T. Rowe Price launched the T. Rowe Price Capital Appreciation Market Opportunities exchange-traded fund (TPUT), the newest addition to its Capital Appreciation franchise.

The actively managed ETF employs a put-write strategy designed to generate income while providing disciplined opportunities to gain equity exposure. Managed by David Giroux and a multi-asset investment team, TPUT is aimed at investors seeking enhanced cash management and long-term capital appreciation potential.