Tag: investment products

SEI signs on as trustee to Pictet collective investment trusts; Voya officially launches dual QDIA; and Standard Insurance Company bolsters...

FundFront introduces white label alternative investment platform; Wealth.com unveils AI legal assistant; Schwab to launch the Schwab High Yield Bond...

William Harmon is leaving the recordkeeper, with two senior leaders taking up the role of outreach to advisers and plan...

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...

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

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

Xtrackers by DWS announces a new ETF; Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; and more.

Wayne Park is leaving American Century Investments to lead John Hancock's retirement plan and recordkeeper business.

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

MATC releases portfolio gallery with global asset managers; Ascensus adds advice and managed accounts services; New York Life partners with...

Both professionals will assume vice president of business development roles.  

The acquisition comes on the heels of the companies’ joint endeavor, the launch of RetireUp Pro.