Tag: Product & Service

Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering.

The Automated Personalized Portfolio program from LeafHouse will integrate BlackRock’s glide path investment strategy with iJoin’s participant platform.

The asset management behemoth reallocated Oaktree’s advisement to two other current managers of the emerging market fund.

The wealth management platform augments its income planner for financial advisers currently managing more than $4 billion per year.