Products

John Hancock Retirement launches dynamic default investment feature; Tata AIA upgrades Life Fortune Guarantee Pension; Putnam Investments launches emerging markets...

Envestnet launches ActivePassive ETFs; Orion Advisor Technology reveals industry’s first ChatGPT integration; AI chatbot Mo debuts on Morningstar platforms; and...

SMArtX adds 25 strategies to unified managed accounts platform, including from Fidelity and Nuveen; Goalsetter partners with Envestnet; Holistiplan tax...

Allianz Life enhances variable annuities; Brighthouse Financial improves Shield Level Annuities Product Suite; and more.

New PGIM research also signals a potentially larger market for the guaranteed income product.

The CIT division purchased by private equity firm Madison Dearborn Partners is now its own entity selling the popular 401(k)...

Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.

Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.

The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.

MassMutual announces fund investing in diverse-led businesses; Pacific Life offers variable universal life product; and more.

Participants can use MetLife’s financial wellness platform to gauge eligibility for student loan forgiveness programs.

Firms partner on “set-it-and-forget-it” retirement investment that includes a guaranteed income annuity.

The new functionality is intended to reduce retirement savings leakage and expand access to savings options. 

Human support remains key in assisting investors using robo-advice investment management, according to experts.

Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan...

FuturePlan/Ascensus and Voya launch employer-aggregated plan; Broadridge and Paychex partner on small 401(k) retirement plan solution; Savvy Wealth launches direct...

Recordkeeper incorporation of in-plan retirement income annuities is poised to progress in ’23, according to industry players.

Retirement services head Rob Barnett say advisers, plan sponsors and Congress all need a better understanding of the DC investment...

The new program includes online investment advice, as well as managed accounts.

Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts.