Tag: Managed accounts

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.

A Conversation About Managed Accounts

Experts discussed their views on managed accounts, including those concerning hurdles to greater adoption and how firms can make them a strategic growth priority, during PLANADVISER’s latest Practice Progress webinar.

Art by Jackson Epstein

Investment Product and Service Launches

Nationwide adds two new death benefit features; Putnam Investments to launch five new investment strategies; and Broadridge launches multi-account collective investment trust fund.

Art by Jackson Epstein

Investment Product and Service Launches

Vontobel expands retirement plan offerings; Brooklyn Investment Group and Apex to launch A.I.-powered unified managed account platform; BlackRock updates multifactor ETF suite; and more.

Art by Jackson Epstein

Investment Product and Service Launches

Putnam Investments to develop suite of sustainable retirement target-date funds; PGIM Investments expands actively managed fixed income ETF lineup; Nationwide adds new solution to address market volatility; and more.

Art by Jackson Epstein

Investment Product and Service Launches

Pacific Life announces collaboration with Wespath and WTW on qualifying longevity annuity contract option; Principal Global Investors launches active real estate ETF; and BNY Mellon Investment Management partners with UBS to offer model portfolios.

Art by Jackson Epstein

Investment Product and Service Launches

Alquity and Spouting Rock to launch new U.S. ESG investing platform; State Street Global Advisors launches new ETF; Northern Trust partners with Enfusion as part of whole office strategy; and more.