Tag: Managed accounts

Dimensional announces plans to offer four sustainability ETFs, and more recordkeepers join LeafHouse–iJoin managed account program.

New York Life Investments announces new brand for its private markets alternatives boutique; State Street Global Advisors launches ESG-focused ETF.

Annexus Retirement Solutions launches target-date funds designed to deliver retirement income; AIG announces strategic partnerships with BlackRock; and Columbia Threadneedle...

BNY Mellon Investment Management launches responsible investment active ETF; Dimensional lists four new international equity ETFs; Nasdaq Fund Network welcomes...

New Nasdaq-100 index fund institutional share class launches, while Alerian S-Network expands partnership with IdealRatings and Sanctuary Wealth.

Dimensional adds three new U.S. equity ETFs; MSCI to reclassify MSCI Russia indexes; Robeco introduces sustainable index family; and more.

Amundi U.S. expands global sustainable equity funds lineup; Build Asset Management launches new ETF; Retirement Plan Advisors expands solutions to...

One telling stat identified in new NEPC research is that managed account adoption has remained stagnant for several years now, while index-based target-date funds have grown in popularity.

A solid retirement plan is essential for workers’ financial well-being and may be just as important as health benefits, the...

The pooled plan solution is being launched in partnership with Newport Group.

The firms say their new partnership will allow advisers to provide a personalized investing solution to participants in smaller plans.

PGIM Investments to acquire Green Harvest Asset Management; ProShares launches first U.S. Bitcoin-linked ETF; Pacific Life introduces Invesco V.I. defined...

Broadridge enhances fiduciary toolkit for advisers; GoalPath makes managed accounts available on iJoin; BlackRock announces option to include annuities in...

iJoin partners with ProNvest; MSCI Releases new climate solution; ProManage launches managed account service with Nyhart; and more.

Stadion credits the rise in personalization as the motivation behind its partnership with Franklin Templeton.

The platform uses Franklin Templeton’s Goals Optimization Engine and helps advisers provide an offering to small DC plan sponsors and participants in a cost-efficient way.

Northern Trust announces latest digital document capture feature; Adaptive Investments partners with WealthShield to manage portfolios; and Equitable adds managed...