Tag: Investing

Investment and Product Services

Vanguard offers multi-sector income bond fund; Hub starts HR technology consulting practice; Vestmark launches six direct-index separately managed accounts; and more.

Retirement Industry People Moves

T. Rowe adds new role to lead growing separately managed accounts business; Megan Schneider named CEO of Retirement & Benefit Partners; OneDigital appoints Southeast leader as it anticipates further growth in the region; and more.

Investment Service and Product Launches

Transamerica brings to market life insurance policy with guaranteed income option; J.P. Morgan app sends check deposits directly into IRAs; CAIA offers advisers digital assets online course; and more.

Adviser Product Partnerships

Linqto brings private equity investing to Millennium’s retirement portfolios; Wealthcare Capital Management partners with retirement, health and home equity firms; Morningstar launches research portal for financial advisers; and more.

Investment Product and Service Launches

Securian and QPA launch managed account for plan sponsors; ProShares and S&P announce ETF to invest in surging battery metal market; Franklin Templeton teams with experts on free alternative investment education program; and more.