Alquity and Spouting Rock to launch new U.S. ESG investing platform; State Street Global Advisors launches new ETF; Northern Trust partners with Enfusion as part of whole office strategy; and more.
AssetMark announces values-driven investment program and inaugural ESG report; Dimensional lists three new emerging markets equity ETFs; Allspring Global Investments selects SEI Trust Company to serve as successor trustee for CIT business.
WisdomTree launches portfolio and growth solutions; Truelytics and BlackRock partner to bring data and analytics to advisers.
Dimensional announces plans to offer four sustainability ETFs, and more recordkeepers join LeafHouse–iJoin managed account program.
New York Life Investments announces new brand for its private markets alternatives boutique; State Street Global Advisors launches ESG-focused ETF.
Annexus Retirement Solutions launches target-date funds designed to deliver retirement income; AIG announces strategic partnerships with BlackRock; and Columbia Threadneedle Investments launches a semiconductor and technology ETF.
BNY Mellon Investment Management launches responsible investment active ETF; Dimensional lists four new international equity ETFs; Nasdaq Fund Network welcomes BlackRock’s Target Allocation ETF models; and more.
New Nasdaq-100 index fund institutional share class launches, while Alerian S-Network expands partnership with IdealRatings and Sanctuary Wealth.
Dimensional adds three new U.S. equity ETFs; MSCI to reclassify MSCI Russia indexes; Robeco introduces sustainable index family; and more.
Amundi U.S. expands global sustainable equity funds lineup; Build Asset Management launches new ETF; Retirement Plan Advisors expands solutions to include adviser managed accounts; and more.
Pershing and Pacific Life make fee-only annuities available to RIAs; ISS ESG launches labels and standards solutions; Xtrackers by DWS launches ETF with exposure to high-yield corporate bonds; and more.
Nasdaq Fund Network adds new 529 plan share classes; AllianceBernstein and Vestmark unveil custom municipal solutions platform; Vanguard bolsters roster of external advisers with new addition; and more.
Vanguard to expand ESG lineup; TIAA offers lifetime income for corporate retirement market; and MSCI announces alliance with Menai Financial Group.
DPL introduces new asset allocation option for RIAs; Vanguard expands target retirement lineup for youngest retirement investors; State Street Global Advisors enhances ESG portfolio construction; and more.
AllianzIM debuts second buffered outcome ETF and new upside caps for January series; T. Rowe Price acquisition expands alternative investment market footprint; and more.
Northern Trust enhances securities lending offering; Global X adds ETF suite to Model Market Center; and Cohen & Steers makes changes to REIT mutual fund.
The focus of the new company, ShareBuilder 401k, will be on expanding coverage among small companies, says the president of the company.
Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more.