Tag: Managed accounts

Iron Financial approves Stadion managed account on Nationwide platform; ISS ESG expands Solactive index series; and more.

Calvert launches institute for responsible investing; BNY Mellon and Wilshire Associates create TDF platform; and intellicents to use Morningstar managed account service.

LeafHouse and Empower partner on managed accounts; Pacific Funds partners with Oranj on income-focused mutual funds; American Century Investments releases online TDF tool; and more.

iJoin creates managed account program, and Ameritas launches glide-path tool for employer-sponsored plans.

Vanguard modifies managed payout fund; Transamerica launches stable value option for 403(b)s; Fidelity announces health savings mutual funds; and more.

CUNA Mutual adds Stadion managed account service to platform; MSCI creates new fixed income indexes; Transamerica decreases fees on two high yield bonds; and more.

Fidelity announces expected SMA launch; Pershing integrates managed accounts to new annuity order platform; Ballast introduces equity strategies on Schwab managed account platform; and more.

Mesirow Financial presents third mutual fund and managed account program, and MSCI builds indexes to track long-term megatrends.

John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans form equity strategy firm. 

Stadion's managed account service offered on TRG platform; Apex builds ESG rating service and adds global development head; Northern Trust Forms Options Trading Desk in Chicago; and more.

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and MainStay moves target-date funds to other asset allocation funds.

Empower Launches Advisor Managed Accounts; Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory Services; and more.