Tag: Mutual funds

Morningstar releases goals-based planning solution; Schwab adds account conversion feature to portfolios solution; and AssetMark to offer Savos personal portfolios.

RIA education organization rebrands; USCF adds nultiple ETPs to TD Ameritrade platform; Transamerica alters subadvisers, fees for Large Growth Fund; and more.

Northern Trust enhances securities lending offering; Global X adds ETF suite to Model Market Center; and Cohen & Steers makes changes to REIT mutual fund.

John Hancock creates model portfolios managed by Manulife; Northern Trust builds portfolio analytics tool; American Century to launch new suite of investment solutions; and more.

LifeYield creates alliance with software-based service organization; Dimensional announces new Investment Solutions Group; Vanguard reopens funds and broadens access to others; and more.

Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors launches ESG money market fund. 

American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.

intellicents builds active management feature to adviser platform and Hartford Funds releases multifactor mutual funds. 

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.

Vanguard reveals fund merge; Northern Trust creates reporting tool for hedge fund trades; and Lively removes HSA investment fees.