Products

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.

GoConnect is a component of an initiative seeking to intergrate the recordkeeper into wider business activities, such as benchmarking, lead generation, and marketing consulting.

Pontera, Manulife John Hancock announce retirement platform collaboration; iJoin, Manifest partner on 401(k) consolidation; and True RX launches new mobile app.

Shelton Capital Management launches Equity Premium Income ETF; VanEck offers new actively managed ETFs; and Jackson launches new fixed income annuities.

Vanguard, Wellington file for three active ETFs; Manulife John Hancock Investment adds global senior loan ETF; Janus Henderson launches a global AI ETF; and more.

FlexPATH surpasses $100 billion in AUM; Manulife releases CQS Multi Asset Credit Fund; Goldman Sachs AM files for Stablecoin Reserve Fund; and more.

According to the retirement investment company, the move meets the evolving needs of plan sponsors and participants.

Imagine360 product provides health care spend transparency; PGIM expands fixed-income ETF offerings; SmartX introduces full integration of semi-liquid alt investments; Tortoise Capital adds to its lineup of ETF...

State Street Investment debuts suite of ETFs; Vestwell announces multilingual savings platform; and Xtracker launches diversified ETF.

Candidly introduces AI Assistant; AllianceBernstein adds Pacific Life to multi-insurer platform; Crossmark, GlobalX, Invesco, Janus Henderson launch ETFs; and more.

The fund will be available for use in managed accounts such as target-date funds. 

The firms will offer the MSQ 5ForLife Balanced Fund to employers offering MissionSquare retirement plans that are allowed to use CITs.

Pontera, Snowden Lane Partners announce integration partnership; Paychex and SoFi at Work partner up to expand financial well-being offerings; Unlimited rolls out two new hedge fund replication ETFs;...

The solution is designed for solo entrepreneurs and self-employed individuals who do not have full-time employees.

The firms will begin by offering collective investment trusts that provide access to private market strategies.