Tag: retirement planning

Advisory M&A

Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.

Adviser Product Partnerships

Lincoln Financial expands employer wellness offers to student debt management; Docupace brings new productivity toolkit for advisers; digital bank Green Dot adds cash account from Wealthfront; and more.

Behind Robinhood’s Retirement Push

Online brokerage Robinhood’s head of investment management left a 21-year career at J.P. Morgan to reach a wider population of American investors. She’s getting the chance with an IRA aimed at the gig economy.

Adviser Product Partnerships

Linqto brings private equity investing to Millennium’s retirement portfolios; Wealthcare Capital Management partners with retirement, health and home equity firms; Morningstar launches research portal for financial advisers; and more.

Investment Product and Service Launches

Hartford Funds launches new factor-based equity ETF; BenchMine creates free search engine for 401(k) industry plan data; and Corebridge Financial introduces Dimensional Index designed for Power Series of Index Annuities.

Adviser Product Partnerships

DPL partners with Corebridge Financial on RIA advisory annuity solutions; Fidelity Institutional enhances adviser technology; Choreo partners with Pontera on held away asset management solution; and more.

Investment Product and Service Launches

MarketVector announces partnership with portfolio-as-a-service provider; J.P. Morgan Wealth Management launches remote investing advice; T.Rowe Price launches floating rate ETF; and more.

Investment Product and Service Launches

Voya adds private equity investment option to NQDC offering; MSCI expands Implied Temperature Rise Metrics to funds and indexes; John Hancock Investment Management adds tax-free income options for investors; and more.

Adviser Product Partnerships

Schwab Advisor Services expands ability for matchmaking between adviser firms; TradeUP adds fractional shares to its online trading patform; Envestnet rolls out enhancements across its ecosystem; and more.