Tag: Product & Service Launches

Lincoln Financial launches an accumulation-focused life insurance product; Vontobel enters active ETF market;  Parnassus Investments launches an international equity fund;...

Vanguard debuts gen AI tool to enhance adviser-client communications; World Investment Advisors gets access to Pontera’s platform; Integrated Partners implements...

401Go expands its retirement offerings; Schwab Retirement Plan Services adds tools via Candidly; Edward Jones adds alternative investments to private...

OneDigital implements Broadridge’s suite of solutions; Vanguard introduces fixed-income model portfolios for advisers; T. Rowe Price launches pension-linked emergency savings accounts;...

OneDigital enhances benefits capabilities with BoliColi acquisition; IRALOGIX launches a retirement preparedness benchmark; Mercer Advisors expands its family office services;...

Yieldstreet to launch automated private markets investing solution; Fidelity adds two fixed income ETFs; Lazard Asset Management introduces three active ETFs...

Voya expands TDF solutions with CIT blend series; SMArtX launches BlackRock's Advisor Center on platform; CAIS introduces alternative investments models...

World Investment Advisors launches investment management platform WorldMAP; eMoney Advisor enhances needs analysis feature; Financial Finesse and SecureSave announce partnership;...

PensionBee adds Roth, traditional contribution capabilities; SMArtX Advisory Solutions adds 5 strategies; October Three expands retirement plan; and more.

Apollo, Athene and Motive Partners purchase a guaranteed income provider; Capital Group launches 8 model ETF portfolios; Lane42 Investment Partners...

SEI launches an alternative investment product marketplace; Madison Investments launches CITs with SEI; and Zeplyn offers new workflow capabilities for...

Apollo, State Street private-debt to release new ETF; Betterment Adviser Solutions launches solo 401(k)s; LPL Financial selects SS&C to support...

Alera Group expands its wealth management and retirement plan solutions; Berwyn Group launches a death audit solution; J.P. Morgan launches...

Zocks partners with Carson Group to accelerate client intelligence; Vestwell unveils emergency savings account offering; Antares launches private credit fund;...

PensionBee and SS&C offer safe harbor IRA; Future Capital and Axos Clearing facilitate 401(k) management for wealth clients; East Coast...

Pontera, Orion announce new integration; PEO Partners, AlphaQuest launch actively managed ETF; Sycamore introduces surveillance platform for broker/dealers.

Capital Group expands access to ICanRetire for small businesses; John Hancock Investment Management launches alternatives offering; Cetera Partners, TIFIN AG...

BlackRock’s LifePath Paycheck reaches a milestone; HSA Store launches a mobile app; Green Leaf Launches 401(k) Solution; and more.  

Payroll Provider Green Leaf launches cannabis industry 401(k); Ibexis Life & Annuity announces new fixed-index annuity series; AllianzIM brings buffer...

PGIM adds 2 Buffer ETF series and laddered buffer ETF to lineup; GROUPIRA launches IRA rollovers with Microsoft Azure; Closed-end...