Tag: Product & Service Launches

Capital Group, KKR develop offerings to broaden access to private markets; Zocks, eMoney provide AI-powered document intelligence enhancement; InspereX, Luma,...

Paychex introduces AI-driven notifications; Carefull provides security tools for Osaic; Morningstar allows Microsoft AI tools access to data; and more.

Syntax Data, PM Insights form data partnership to analyze private markets; WealthFeed and Proofpoint launch prospecting workflow; Betterment debuts commission-free...

AE Wealth Management releases AE Private Exchange; Benegames launches MaxHSA; and CWAN introduces AI platform.

Advyzon furthers integration with Schwab Advisor Services; iPipeline launches AI-Powered ‘CHARLi’ foundation; and Cetera introduces Private Wealth Portfolios for high-net-worth...

Franklin Templeton expands ETF offerings; ISS STOXX unveils real asset climate solutions; Aberdeen Investment expands active ETF lineup; and more.

CAIS, LODAS Markets launch secondary marketplace for private funds; RightCapital releases product to streamline transition of money to its platform;...

Osaic advisers to use Vanilla’s estate planning platform; Elevation Point selects Vestmark for portfolio management; Bernstein introduces PEP; and more.

Voya Financial launches WealthPath platform; Broadridge partners with WealthFeed; Raymond James debuts 3 ETFs; and more.

Equitable expands suite of RILAs; Prudential, LPL collaborate on insurance overlay; Snappy Kraken launches real-time AUM pipeline dashboard; and more.

Mutual of America and Morningstar collaborate on managed IRAs; Lincoln Financial debuts new index-linked annuity; Man Group launches first standalone...

iCapital and Tangible Markets partner on liquidity solutions for alternative investment funds; Betterment and Vanilla offer estate planning technology available...

Janus Henderson releases charitable investment accounts; SEI launches multi-strategy alternative ETF; and Zocks, Orion offer AI integration to provide portfolio...

Jackson has launched new fixed index annuities; Shelton Capital Management will offer an Equity Premium Income ETF; VanEck launches new...

Neuberger Berman launches first interval fund offering private credit access; Vanguard and Wellington file for three active ETFs; Manulife John...

Goldman Sachs AM files for Stablecoin Reserve Fund; SS&C introduces Black Diamond Wealth Solutions; FlexPATH surpasses $100 billion in AUM;...

MissionSquare announces reduction in fund costs; PGIM, Tortoise Capital and Manulife John Hancock Investments launch ETFs; SmartX brings semi-liquid alts...

Vestwell announces multilingual savings platform; Nationwide to sell Midland National commission-free indexed annuity; State Street Investment Management and Xtracker launch...

Franklin Templeton adds managed option strategies to custom indexing platform; AllianceBernstein includes Pacific Life on multi-insurer platform; Principal transitions administrative...

Meeder launches artificial intelligence education program for advisers; Cetera unveils an AI-driven growth suite; Pontera, Snowden Lane Partners announce integration...