Tag: product

The new platform is aimed at helping advisers acquire clients, build partnerships and scale their businesses.

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed...

Voya launches new supplemental health benefit to help with out-of-pocket costs; LifeYield releases Annuity Income Layer; and NAGDCA offers enhanced...

Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.

Victory Capital adds VictoryShares Small Cap Free Cash Flow ETF; Alpha Blue Capital Management LP enters Active ETF Space; KKR Income...

Transamerica selected as recordkeeper for Gallagher’s 401(k) choice pooled solutions; Prospera unveils enhanced tech stack; BPAS partners with SS&C automatic...

Employee Fiduciary launches 401(k) fees calculator; Businessolver enhances MyChoice accounts HSA investment platform; BenchMine launches latest retirement plan insights; and...

Pontera, Wealthspire expand 401(k) capabilities; Snappy Kraken marketing system now available for LPL Financial Advisors; Valley Bank partners with FusionIQ...

Vanguard to expand municipal bond ETF lineup; Planswell expands free offering to retirees; John Hancock Investment Management expands ETF lineup;...

Centro API integration; MassMutual announces new fixed deferred annuity; American Trust Wealth launches mobile app, client portal; and more.

Pontera and Kovack announce partnership; Russell Investments partners with Venerable; NewEdge Wealth adds iCapital to alternative investment platform; and more.    

PNC adviser platform to offer Transamerica annuities; 360 Financial partners with Rapacki + Co.; Acorns launches premium tier with GoHenry.

Ascensus announces launch of American Funds PEP solution; Allspring Global Investments introduces custom SMA portal; Capital Group unveils adviser benchmark...

Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...

Transamerica to collaborate with Bestow; Envestnet partners with Iconik; Lumiant announces partnership with CFGS; and more.

Hartford announces 1st private-equity-focused fund; Intention.ly launches Advisor Brand Builder; Lincoln Financial introduces LincSmart.

Human Interest launches Fast Track 401(k); AllianzIM introduces September buffered ETFs; Madison Investments unveils latest actively managed ETF Suite; and...

North American Company introduces Goldman Sachs index; Jackson enhances Perspective variable annuity benefit suite; Altruist launches multiple account bundling.

Snappy Kraken introduces AI email builder; American Life & Security Corp. launch annuity product; Vanguard expands active lineup; and more.

Passthrough and STP Investment Services announce partnership; Viu by Hub partners with SafeStreets; FusionIQ selects FinMason as investment data provider; and...