Tag: investment advisers

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.

Adviser Product Partnerships

DPL partners with Corebridge Financial on RIA advisory annuity solutions; Fidelity Institutional enhances adviser technology; Choreo partners with Pontera on held away asset management solution; and more.

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.

Adviser Product Partnerships

Schwab Advisor Services expands ability for matchmaking between adviser firms; TradeUP adds fractional shares to its online trading patform; Envestnet rolls out enhancements across its ecosystem; 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.

Adviser Product Partnerships

The Standard partners with Noyo to modernize the customer experience; Abel Noser Solutions and OWL ESG partner to offer ESG consensus ratings system; Quility announces launch of Quility Financial Advisors; 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.

Adviser Product Partnerships

OneAmerica and intellicents collaborate on client offering; AdvisorEngine introduces data visualization dashboards; Savvy Ladies receives grant to develop mobile portal advancing women's financial literacy; and more.

Adviser Product Partnerships

Novata and S&P Global Market Intelligence partner to support private market investors; Fidelity Institutional and Salesforce partner to deliver digital platform experience; NAIC and UBS partner to support diverse alternative asset managers; and more.

Product and Service Launches

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