A Collective Effort
Capital Group and Morningstar Partner on New Target-Date Fund Service
Powered by Morningstar Investment Management, the personalized service is available through recordkeepers that currently have Morningstar’s Retirement Manager available on their platform.
Transamerica Launches Exchange Platform Featuring UBS RPM
Transamerica's program will be offered exclusively through UBS Financial Advisors.
Investment Product and Service Launches
Prudential Retirement launches digital managed advice platform; Northern Trust enters alliance with IHS Market; Broadridge Financial Solutions and Third Economy create ESG advisory service; and more.
Investment Product and Service Launches
TD Ameritrade Expands Commission-Free ETF Trading Program, and Federated Investors Acquires Several PCA Equity Funds.
Investment Products and Services Launches
PGIM Renames Domestic Fund Platform and Alger Expands Focused Portfolios Suite.
Investor Type Sways Median Fee, Use of Active Management
Down from a high of 84% in 1996, twenty years later the majority of the assets owned by respondents, 69%, are still actively managed.