Investment Product and Service Launches
WisdomTree launches portfolio and growth solutions; Truelytics and BlackRock partner to bring data and analytics to advisers.
Products
WealthConductor Announces Launch of Health+
The application uses HealthView Services data to allow advisers to help their clients make more comprehensive income plans.
Edelman Launches Corporate Retirement Plan Financial Wellness Program
The program seeks to gain insight into the financial health of employees and provide them with counseling to address critical...
Insurance Executives on the Evolving Retirement Landscape
Leaders at CUNA Mutual Group and Allianz Life speak about the prospects for legislative and regulatory progress in 2022, especially when it comes to the broader distribution of...
Investment Product and Service Launches
Dimensional announces plans to offer four sustainability ETFs, and more recordkeepers join LeafHouse–iJoin managed account program.
Bank of America Launches New Lifestyle Spending Account Benefit Program
The goal of the new program is to allow plan sponsors to use savings incentives to promote healthy habits and overall employee wellbeing.
Pontera and Mutual Group Launch New Partnership
The new relationship provides affiliated advisers with a simplified way to manage their clients’ retirement accounts and held away accounts from a single, secure interface.
AIG Wellness Check Links Retirement to Personal Financial Goals
The interactive financial assessment can help individuals develop a personal plan for their financial goals, retirement among them.
Investment Product and Service Launches
New York Life Investments announces new brand for its private markets alternatives boutique; State Street Global Advisors launches ESG-focused ETF.
Capital Group and Morningstar Partner on New Target-Date Fund Service
Powered by Morningstar Investment Management, the personalized service is available through recordkeepers that currently have Morningstar’s Retirement Manager available on their platform.
Recordkeeper for Non-ERISA Plans Added to Adviser-Focused Provider Website
Technology provider Benetic brings retirement plan service providers together on one platform to help advisers select the best solution for clients.
Investment Product and Service Launches
Annexus Retirement Solutions launches target-date funds designed to deliver retirement income; AIG announces strategic partnerships with BlackRock; and Columbia Threadneedle...
eMoney Offers White-Labeling for Financial Wellness App, Incentive
The company says its new approach allows advisory firms to keep their own branding and provides targeted digital tools that help clients achieve financial goals and develop better...
Cetera Offers Retirement Income Option to Advisers
Cetera-affiliated retirement plan advisers can access the option for retirement income strategies.
Investment Product and Service Launches
BNY Mellon Investment Management launches responsible investment active ETF; Dimensional lists four new international equity ETFs; Nasdaq Fund Network welcomes...
ESG-Focused Target-Date Fund Series Debuted
The product simplifies sustainable-focused retirement plan portfolios through ESG target-date funds.
Advisers Can Assist Participants With Spending Safely in Retirement
With a new retirement withdrawal projection from J.P. Morgan, advisers have a tool to help participants gradually spend down accumulated...
Advisers Can Access ‘Green’ 401(k) Option For Clients
The retirement plan solution for small and medium-sized plan sponsors is offered in partnership with Vestwell and Ubiquity Retirement + Savings.
Investment Product and Service Launches
New Nasdaq-100 index fund institutional share class launches, while Alerian S-Network expands partnership with IdealRatings and Sanctuary Wealth.
Advisers Can Integrate Clients’ Self-Directed Retirement Accounts
A partnership between a financial technology company and registered investment adviser can integrate clients’ retirement assets into their practice.