Tag: exchange traded funds (ETFs)

The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access. 

Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...

New rule means funds will have to derive 80% of their value from investments related to their official names.

F/m Investments has asked the SEC for the right to classify an ETF series as mutual funds to be accessible...

Alight enhances work benefits platform; Midland updates fixed indexed annuities geared toward retirement income; Allianz launches buffered ETFs to guard...

Franklin Templeton launches U.S. fixed-income ETF; PGIM announces collateralized loan obligation and active ETFs; Athene adds three fixed-income annuities.

Savvy Wealth launches AI-powered adviser platform; MassMutual, Nationwide announce buffered annuities; and Touchstone launches ETF focused on securitized income.

BlackRock Debuts First Buffer ETFs; SMArtX Adds 15 Investment Strategies; Fidelity Refiles Spot Bitcoin ETF Application.

FundFront introduces white label alternative investment platform; Wealth.com unveils AI legal assistant; Schwab to launch the Schwab High Yield Bond...

Aptus Capital Advisors Launches New Enhanced Yield ETF; MetLife and Lyra Health Expand Workplace Mental Health Access; Alight Expands Global...

John Hancock Retirement launches dynamic default investment feature; Tata AIA upgrades Life Fortune Guarantee Pension; Putnam Investments launches emerging markets...

Allianz Life enhances variable annuities; Brighthouse Financial improves Shield Level Annuities Product Suite; and more.

Xtrackers by DWS announces a new ETF; Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; and more.

American Century launches actively managed ETF; Nomura starts fund with exposure to private credit; Singapore-based Eastspring launches first CIT for...

Investably announces business valuation service; BM Advisers launches smallcase BM Nifty Top 20; First Trust Dynamic Europe Equity Income Fund...

JPMorgan launches China active ETF; First Trust launches inflation sensitive ETF; Modern Capital announces the Modern Capital Tactical Opportunities Fund;...

Advisers gravitate toward ETFs, SMAs, ESGs and products emphasizing flexibility, sustainability and lower cost. 

EP Wealth introduces diversity scholarship; Vanguard launches short-term tax-exempt bond ETF; Lincoln Financial Group enhances industry-leading MoneyGuard suite.

Putnam brings its first ESG-focused target-date series to defined contribution plans, with plans for further choice, personalization.

Equitable expands variable universal life portfolio; First Trust offers alternative assets-based ETFs; and more.