Tag: ETFs

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.

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and MainStay moves target-date funds to other asset allocation funds.

WisdomTree Restructures European and Japan Equity Funds; SSGA Launches Sector Rotation SPDR ETFs; Vanguard Files SEC Registration for Commodity Strategy Fund; and more.

BNY Mellon rebrands retail side; Hartford Funds introduces securitized income fund; DWS Group launches equity ETF with Finland insurance company; and more.

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.

FTSE Russell creates index series for asset allocation strategies; Legg Mason reveals short-duration ETF; and Schwab announces additions to ETF OneSource.

Fi360 acquires stable value research from Blue Prairie Group; Fidelity Investments releases model portfolios using ETFs; and Legg Mason to close three ETFs in March.