As they head into 2022, DCIO sales and marketing units report appreciating stock prices and improved net sells that they expect to continue.
SEI launches asset allocation-based models as part of ETF strategies; Vanguard adds active equity funds to Personal Advisor Services solution; and John Hancock introduces mortgage-backed securities ETF.
Despite the market rebound, 2021 reports find retirement planning contributions were still low.
Ubiquity Retirement + Savings makes ESG options available to 401(k) plans, and HSBC launches AI powered multi asset index.
Domini Impact Investments releases mutual fund; FIDx partners with American Equity and Eagle Life; and ASI launches several ESG-focused funds.
The proposed disclosure framework would feature ‘concise and visually engaging shareholder reports,’ according to the federal securities market regulator.
Collective investment trusts are becoming more transparent; case in point, Hand Benefits & Trust Co. has gone live with more than 30 CIT tickers on the Nasdaq Fund Network.
Knowledge about and connections to the collective investment trust marketplace can be a key selling point for retirement plan advisers in 2020 and beyond—especially when serving small and mid-sized clients.
Innovator expands Defined Outcome ETF suite; Vanguard merges Capital and Windsor funds; and IHS Markit delays rebalancing actions on indices.
“Many states are home to headquarters or critical operations for numerous mutual fund sponsors where Americans have entrusted their savings to meet a wide range of financial goals. Those mutual fund companies must remain in operation to ensure access to invested monies for shareholders across the country,” ICI's president wrote in a letter.
Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.
American Beacon and asset management firm launch bond fund; Hartford Funds and Wellington Management release ETF; and Vanguard announces lower expense ratios on select ETFs.
AssetMark Financial Holding moves to institutional share classes; AssetMark adds solutions to investing platform; iShares expands ESG initiatives; and more.
Fidelity Investments releases bond model suite, and BlackRock announces sustainability as new standard for investing.
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.
LifeYield partners with financial tech provider; Vanguard changes manager structure of value funds; Northern Trust expands collateral management services; and more.