Tag: Product & Service Launches

RFG launches ClickONE command center; NEPC launches a pooled employer plan; Lincoln Financial adds annuity solutions; and more.

Transamerica’s new  assistant consolidates retirement accounts; Manulife partners with Akka; FaybI AI agents offered in US; and more.

Morningstar introduces AI assistant embedded in adviser workflow; Wealthbox CRM platform adds 3 AI features; FutureVault unveils AI insights engine;...

Prudential launches insurance overlay on Franklin Templeton platform; Fidelity debuts new model portfolios; RightCapital releases AI-powered tool; and more.

F&G Annuities joins Voya Financial’s annuity platform; Vanguard adds 17 funds to investor choice program; and more.

American Beacon, Cordillera team up to deliver private market solutions; STOXX, DWS collaborate on ETF; Bloomberg offers SOFR swap futures...

ISS Market Intelligence acquires family office data platform; Alphathena and Evergreen Wealth will deliver tax-aware direct indexing; and more. 

Prizm, Holistiplan partner on 1-click insurance reviews for advisers; BlackRock, Partners Group launch private markets SMA; FINNY, Osaic bring AI-powered...

TIAA launches multi-year guaranteed annuity; Franklin Templeton debuts emerging markets debt ETF; Trump Media announces separately managed accounts; and more.

Osaic partners with ActiFi, Greene Consulting to expand adviser education; CeriFi, Wake Forest University launch small business wealth adviser program; Venn by...

Advisors Capital, WealthFeed partner to offer advisers AI-powered lead generation; MassMutual Ascend launches optional income rider on fixed-index annuities; Vestwell...

IncomeConductor updates annuity planning with advanced modeling for advisers; American Life expands product availability to New Hampshire; AllianceBernstein launches AB...

CAIS Advisors announces sports, media and entertainment fund; Magnifact introduces real-time annuity tracking at Revol One; Cohen & Steers 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;...