Tag: Product & Service 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...

Future Capital partners with AssuredPartners Investment Advisors; TPSU reports growth rates for retirement plan fiduciary training in 2024; Pacific Life launches registered index-linked annuity.

J.P. Morgan partners with CAIS to allow advisers access to alternative investments; Pontera partners with Independent Advisor Alliance; and AllianceBernstein...

Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors;...

Strive Makes Direct Indexing available on Fidelity and Schwab platforms; Alera Group deploys TIFIN @Work’s AI-powered platform; Vanguard launches 2...

AllianceBernstein launches direct indexing investment options; AssetMarket adds TIFIN AI capabilities for advisers; Oppenheimer partners with Pontera for client 401(k)...

Pontera offers access to Envestnet’s BillFin solution; Axos Clearing, Envestnet partner to deliver managed account solutions; Jackson increases access to...

Principal launches TDFs with ARS in-plan annuity option; Capital Group, KKR debut public-private fixed-income funds; North American and AMS introduce...

Morgan Stanley fund lands $2B in capital commitments; Transamerica managed advice available for contractors PEP; OneDigital launches new benefits platform;...

Diamond Hill launches Core Plus Bond Strategy; Rockefeller Asset Management expands active ETF lineup with small-mid-cap ETF, RSMC; PensionPro, Dynamis...

Arta Finance offers life insurance solutions with Prudential; Corebridge Financial launches a registered index-linked annuity; and The Standard, Family First...

Ascensus re-ups with Financial Finesse; Franklin Templeton expands with Bain Capital's Envestnet; and Security Benefit introduces TopRidge Bonus fixed-index annuity.

Altruist launches digital fixed-income trading for RIAs; BlackRock taps Vestmark for custom model portfolio partnership; and Alight adds firms offering...

Milliman offers Candidly student loan certification solution; WTW launches flexible benefits service; Arete Wealth and Luma partner on structure products...