Innovator expands Defined Outcome ETF suite; Vanguard merges Capital and Windsor funds; and IHS Markit delays rebalancing actions on indices.
Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.
American Beacon and asset management firm launch bond fund; Hartford Funds and Wellington Management release ETF; and Vanguard announces lower expense ratios on select ETFs.
State Street Global Advisors makes changes to ETF suite, and Nationwide launches income solution ETF.
Launched in 2013, the platform originally allowed clients to buy and sell about 100 exchange-traded funds with no online trade commissions. Since then, investors’ expectations about fees and commissions have shifted dramatically.
CUNA Mutual adds Stadion managed account service to platform; MSCI creates new fixed income indexes; Transamerica decreases fees on two high yield bonds; and more.
Franklin Templeton adds first alternative ETF; Innovator launches four power buffer ETFs; Vanguard announces lowered expense ratios on several ETFs; and more.
Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement flagship fund; and more.
Fidelity partners with Ethic to offer tailored portfolios; Global X launches cannabis ETF; SSGA rebrands ETFs to portfolio suite; and more.
John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans form equity strategy firm.
RIA education organization rebrands; USCF adds nultiple ETPs to TD Ameritrade platform; Transamerica alters subadvisers, fees for Large Growth Fund; and more.
Ascensus partners with NextCapital for investment and fiduciary solutions, and Axioma releases Canadian risk model to suite of funds.
John Hancock creates model portfolios managed by Manulife; Northern Trust builds portfolio analytics tool; American Century to launch new suite of investment solutions; and more.
LifeYield creates alliance with software-based service organization; Dimensional announces new Investment Solutions Group; Vanguard reopens funds and broadens access to others; and more.
Stadion's managed account service offered on TRG platform; Apex builds ESG rating service and adds global development head; Northern Trust Forms Options Trading Desk in Chicago; and more.
American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.
American Century to offer ETFs with ActiveShares methodology, and Morningstar reveals global suite of bond indexes.
TD Ameritrade Expands Commission-Free ETF Trading Program, and Federated Investors Acquires Several PCA Equity Funds.
Eaton Vance changes investment objectives and policies of funds, and Transamerica launches fifth managed risk ETF.
The relationship will make the AdvisorEngine platform and WisdomTree model portfolios and ETFs available to IFP advisers.