Tag: open architecture

Products & Services

July 30th, 2025

Vestmark, Fidelity Offer Open-Architecture Portfolio Platform

The model portfolios can include semi-liquid interval funds, SMAs, ETFs and mutual funds.

Products & Services

March 19th, 2025

John Hancock Retirement Announces Suite of Adviser-Centric Plan Solutions

The company is committed to being the ‘partner of choice’ for intermediaries, according to Wayne Park, John Hancock’s retirement CEO.

Products

February 11th, 2021

Equitable Retirement Vision Platform Includes Fiduciary Support for Plan Sponsors

The retirement platform is also open architecture, offering a choice from more than 16,000 mutual funds and CITs.

Research

Events Spotlight

November 2– 5, 2025
The Westin Kierland, Scottsdale, AZ
The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.

Industry Intelligence

THOUGHT LEADERSHIP

Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life Insurance Company.

Sponsored by MassMutual

THOUGHT LEADERSHIP

How Advisers Can Help Plan Sponsors Navigate Demographic Shifts

Sponsored by MassMutual