Tag: Adviser Product Partnerships

Luma Financial Technologies, RetireOne enhance RIA access; IFC, T. Rowe Price create 1st blue bond strategy; Alto, Farmland LP announce...

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

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

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

The Standard and NFP launch PEP solution; Flywire and Vestwell partner to streamline 529 college plan payments; CalSTRS and Sapphire...

IPX Retirement partners with benefits provider and advisory on plan solutions; FIDx adviser partnerships lead to $1B in annuity contracts;...

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

HilltopSecurities works with Broadridge Financial; DFD Partners partners with AdvisorHub; Advyzon, TradePMR launch expanded integration; and more.

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

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

RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox;...