Products November 22nd, 2023 Product Partnerships – 11/22/23 Luma Financial Technologies, RetireOne enhance RIA access; IFC, T. Rowe Price create 1st blue bond strategy; Alto, Farmland LP announce...
Products October 26th, 2023 Investment Product & Service Launches – 10/26/23 Centro API integration; MassMutual announces new fixed deferred annuity; American Trust Wealth launches mobile app, client portal; and more.
Products October 11th, 2023 Adviser Product Partnerships – 10/11/23 PNC adviser platform to offer Transamerica annuities; 360 Financial partners with Rapacki + Co.; Acorns launches premium tier with GoHenry.
Deals & People September 27th, 2023 Adviser Product Partnerships – 9/27/23 Transamerica to collaborate with Bestow; Envestnet partners with Iconik; Lumiant announces partnership with CFGS; and more.
Deals & People September 14th, 2023 Adviser Product Partnerships – 9/14/23 The Standard and NFP launch PEP solution; Flywire and Vestwell partner to streamline 529 college plan payments; CalSTRS and Sapphire...
Products August 30th, 2023 Adviser Product Partnerships – 8/30/23 IPX Retirement partners with benefits provider and advisory on plan solutions; FIDx adviser partnerships lead to $1B in annuity contracts;...