Tag: Investment advice

Investment Product and Service Launches

Hartford Funds launches new factor-based equity ETF; BenchMine creates free search engine for 401(k) industry plan data; and Corebridge Financial introduces Dimensional Index designed for Power Series of Index Annuities.

Investment Product and Service Launches

MarketVector announces partnership with portfolio-as-a-service provider; J.P. Morgan Wealth Management launches remote investing advice; T.Rowe Price launches floating rate ETF; and more.

Investment Product and Service Launches

Voya adds private equity investment option to NQDC offering; MSCI expands Implied Temperature Rise Metrics to funds and indexes; John Hancock Investment Management adds tax-free income options for investors; and more.

Investment Product and Service Launches

Bloomberg launches global aggregate green, social, sustainability bond indices; AllianzIM expands lineup of U.S. large cap buffered ETFs; Morningstar Direct Indexing combines market-leading technology and investment management; and more.

Investment Product and Service Launches

Betterment launches cryptocurrency offering; MSCI launches index for investors seeking net-zero transition progress; Prime Trust launches all-in-one IRA solution after successful beta program; and more.

Investment Product and Service Launches

Milliman launches enhanced retirement security projection tool; Wealthcare launches new enhancements to its patented Comfort Zone; T. Rowe Price introduces emergency savings app; and more.

Investment Product and Service Launches

Schwab expands institutional no transaction fee fund offering for independent advisers; Vanguard announces changes for Vanguard International Explorer Fund; Hearsay introduces RIA platform aimed at small firms; and more.

Product and Service Launches

Purchasing Power introduces financial wellness services and iJoin leverages Coherent’s retirement savers product innovation tool.

Investment Product and Service Launches

Morgan Stanley at Work unveils participant aggregation platform; Broadridge launches next-gen client communications experience; GMO launches asset management platform for RIAs; and more.

Investment Product and Service Launches

Lincoln Financial and Stadion Money Management launch StoryLine Dynamic, a qualified default investment alternative program, while Vanguard announces a new environmental opportunities fund.

Investment Product and Service Launches

FTSE Russell’s index series helps investors align their portfolios with their individual values by selecting issuers based on the impact of their conduct and products on society and the environment.

PAND21 CN_Johnny Dombrowski-web

Legislative and Judicial Actions

The DOL gives advisers a ‘grace month’ to comply with impartial conduct standards; the IRS ups the contribution limit by $1,000 for many DC plans next year; new piece of legislation would create a ‘Retirement Plan Lost and Found’; and more.