Products

Franklin Templeton launches XRP ETF; Fidelity introduces Roth 401(k) for small businesses; Capital Group, KKR develop offerings to broaden access to private markets; and more.

Nestimate launches TDF evaluation platform; Morningstar allows Microsoft AI tools access to data; Milliman builds ETFs to meet rising health care costs; and more.

WealthFeed and Proofpoint launch prospecting workflow; Betterment debuts commission-free self-directed investing for retail investors; and more. 

HSA Store updates ExpenseTracker app and Benegames launches MaxHSA.

Vestmark offers Capital Group model portfolios; Vanguard launches 2 fixed-income model portfolios; Envestnet launches manager models from Franklin Templeton and BlackRock; and more.

Rebecca Tadikonda shares how the firm’s new institutional share class brings a retirement income option to larger plans.

Plan sponsors can now offer participants two MetLife annuities through Alight’s Worklife platform.

Experts discussed fiduciary, design and communication strategies for integrating the insurance products into retirement offerings. 

Aberdeen expands its active ETF lineup; ISS Solutions unveils real asset climate solutions for investors; PlanPort increases its support for defined benefit plans; and more.

Clients will also gain access to a digital third-party administrator, and a digital financial wellness platform.

‘We’re at a perfect time to continue to see this market evolve and grow,” said Keith Golembiewski, head of annuity research at LIMRA, during the livestream session. 

Nationwide introduces CareMatters Annuity; and AB expands lifetime income platform with fixed-annuity allocation.

The subscription service aims to assist retirement plan fiduciaries with choosing the retirement income options that best fit their participants’ needs. 

Bernstein, Nationwide, Transamerica and Fiducient Advisors launch PEPs; State Street launches Treasury bill ETF.

Raymond James debuts 3 ETFs; Lincoln Financial and Partners Group launch cross-sector royalty evergreen fund; MFS expands active ETF lineup; and more. 

Franklin Templeton adds tax-aware long-short strategies to indexing platform; Mutual of America teams up with 3 firms to launch managed IRA; AAII and BI partner to educate investors;...

According to Human Interest, its Audit Relief program is intended to reduce midsize businesses’ plan audit durations and costs.

Sword Health joins Alight’s Partner Network; Lincoln Financial debuts new index-linked annuity; Man Group launches first standalone ETFs; and more. 

The companies will offer individual and institutional investors access to investment vehicles with public and private assets.

Lincoln Financial, Bain Capital launch private market fund; MissionSquare revamps branding; Cantor Fitzgerald introduces gold-backed bitcoin fund; and more.