Tag: Product & Service Launches

World Investment Advisors launches investment management platform WorldMAP; eMoney Advisor enhances needs analysis feature; Financial Finesse and SecureSave announce partnership;...

PensionBee adds Roth, traditional contribution capabilities; SMArtX Advisory Solutions adds 5 strategies; October Three expands retirement plan; and more.

Apollo, Athene and Motive Partners purchase a guaranteed income provider; Capital Group launches 8 model ETF portfolios; Lane42 Investment Partners...

SEI launches an alternative investment product marketplace; Madison Investments launches CITs with SEI; and Zeplyn offers new workflow capabilities for...

Apollo, State Street private-debt to release new ETF; Betterment Adviser Solutions launches solo 401(k)s; LPL Financial selects SS&C to support...

Alera Group expands its wealth management and retirement plan solutions; Berwyn Group launches a death audit solution; J.P. Morgan launches...

Zocks partners with Carson Group to accelerate client intelligence; Vestwell unveils emergency savings account offering; Antares launches private credit fund;...

PensionBee and SS&C offer safe harbor IRA; Future Capital and Axos Clearing facilitate 401(k) management for wealth clients; East Coast...

Pontera, Orion announce new integration; PEO Partners, AlphaQuest launch actively managed ETF; Sycamore introduces surveillance platform for broker/dealers.

Capital Group expands access to ICanRetire for small businesses; John Hancock Investment Management launches alternatives offering; Cetera Partners, TIFIN AG...

BlackRock’s LifePath Paycheck reaches a milestone; HSA Store launches a mobile app; Green Leaf Launches 401(k) Solution; and more.  

Payroll Provider Green Leaf launches cannabis industry 401(k); Ibexis Life & Annuity announces new fixed-index annuity series; AllianzIM brings buffer...

PGIM adds 2 Buffer ETF series and laddered buffer ETF to lineup; GROUPIRA launches IRA rollovers with Microsoft Azure; Closed-end...

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.

J.P. Morgan partners with CAIS to allow advisers access to alternative investments; Pontera partners with Independent Advisor Alliance; and AllianceBernstein...

Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors;...

Strive Makes Direct Indexing available on Fidelity and Schwab platforms; Alera Group deploys TIFIN @Work’s AI-powered platform; Vanguard launches 2...

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

Pontera offers access to Envestnet’s BillFin solution; Axos Clearing, Envestnet partner to deliver managed account solutions; Jackson increases access to...

Principal launches TDFs with ARS in-plan annuity option; Capital Group, KKR debut public-private fixed-income funds; North American and AMS introduce...