Tag: Product & Service Launches

Future Capital partners with AssuredPartners Investment Advisors; TPSU reports growth rates for retirement plan fiduciary training in 2024; Pacific Life launches registered index-linked annuity.

AllianceBernstein launches direct indexing investment options; AssetMarket adds TIFIN AI capabilities for advisers; Oppenheimer partners with Pontera for client 401(k)...

Morgan Stanley fund lands $2B in capital commitments; Transamerica managed advice available for contractors PEP; OneDigital launches new benefits platform;...

Ascensus re-ups with Financial Finesse; Franklin Templeton expands with Bain Capital's Envestnet; and Security Benefit introduces TopRidge Bonus fixed-index annuity.

Altruist launches digital fixed-income trading for RIAs; BlackRock taps Vestmark for custom model portfolio partnership; and Alight adds firms offering...

American Life launches new fixed-indexed annuity; NAIC graduates 23 from diverse women in alternative investing program; and nudge publishes free...

Custodia Financial introduces retirement loan protection service to protect against defaults; Prudential enhances its employee well-being solutions; and Lincoln Financial...

SEI launches direct indexing investment strategies; small business retirement plan provider Ubiquity teams with bookkeeping firm Bench Accounting; Franklin Templeton...

Vontobel brings new actively managed mutual fund to US; Voya adds stable value fund with Great Gray Trust; and Fidelity...

Morgan Stanley at Work launches new digital experience for benefits participants; Alight releases the latest version of its employee experience...

Interactive Brokers adds retirement planner to portfolio analysis platform; Paychex PEP offering tops $1B in assets; vWise offers AI-generated video...

Pearl Diver Credit Co. Inc. launches initial public offering; Ocean Park Asset Management announces launch of 1st ETFs; TIAA launches...

T. Rowe Price launches tax-free fixed-income ETF; Broadridge adds values-based investing tool for advisers; and Principal brings second annuity with...

Orion launches stand-alone trading solution, bundle for new advisers; Netchex partners with Vestwell on 401(k) for small and midsize firms;...

John Hancock launches multi asset credit fund with Manulife; Morgan Stanley Wealth adds suite of generative AI tools; Avantis offers...

State Street Global Advisors launches IncomeWise solution; BlackRock expands active ETF platform with 2 ETFs; Vanguard reopens actively managed funds...

New York Life Investments renames mutual funds; AB launches two actively managed ETFs; Equitable adds to corporate endowment solutions; and...

Vestwell, J.P. Morgan offer partnered small plan 401(k) program to financial advisers; Mercer Advisors launches private market investing access to...

Macquarie adds large-cap growth ETFs; Fiserv University rolls out learning and training tools for financial institutions; and Lincoln launches new...

AllianceBernstein expands plan options for retirement income portfolio; Goldman adds alternative asset lending program to independent advisers; Human Interest bolsters...