Products

It will analyze each user’s ‘financial personality’ and provide education courses.

Fidelity Investments expands lineup of SMAs; Unision Risk Advisors launches PEP; Retiree, Inc. creates first decumulation model portfolio; and more.

Northern Trust partners with Two Sigma; Lockton and Morningstar team up to offer adviser managed accounts; and firms launch TDFs...

DCALTA says its framework addresses the key implementation challenge identified by plan sponsors: operational aspects of daily valuation of private alternative assets that do not trade on an...

MSCI to launch investment solutions with Microsoft, and Xtrackers by DWS launches ESG ETFs.

The COVID-19 pandemic has added to the burden many caregivers bear.

Vanguard releases international bond index fund; Putnam Investments will launch active ETF strategies; and Alger expands CIT offerings.

The firms aim to teach advisers about alternatives so they can better diversify clients’ portfolios.

It will support both plan sponsors and service providers and work to fix complex issues.

Prudential Retirement launches digital managed advice platform; Northern Trust enters alliance with IHS Market; Broadridge Financial Solutions and Third Economy...

Participants can notarize important retirement plan documents without leaving their home.

The retirement platform is also open architecture, offering a choice from more than 16,000 mutual funds and CITs.

Nationwide launches U.S. equity fund; Fidelity Investments lowers minimum for premium class of index funds; and Versor Investments builds new...

The firm says the app features a design driven by behavioral science and that it provides customized user experiences to drive better savings outcomes.

Russell Investments releases personalized managed accounts; Broadridge and Third Economy launch ESG advisory service; and SimCorp partners with Colmore on...

PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans to a full request for proposals process.

Charles Schwab releases variable annuity options; Vanguard announces plans to launch ultra-short bond ETF; and Annexus Retirement Solutions releases Lifetime...

Broadridge Financial Solutions collaborates with AI company; Franklin Templeton releases research hub; Morningstar launches market insights platform; and more.

The new offerings include employer-assisted student loan repayment and college savings.

The solution allows plan sponsors to rethink their default option by choosing an investment model for each employee, rather than a single target-date series.