Products

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Product & Service Launches

Vanguard launches an actively managed bond ETF; EBC Financial rolls out more than 100 ETFs; Voya Financial introduces a parental leave tool and more.
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Product & Service Launches

Income Lab launched Social Security tool; The Standard expands disability claim guidance, TIFIN integration intends to increase participation engagement; and more.
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Product & Service Launches

PensionBee launches SEP IRAs designed for gig workers; Vanguard adds four equity index funds to its Investor Choice program; Jackson adds Nasdaq 100 Index option; and more.
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Product & Service Launches

Vanguard expands tax-exempt ETF lineup; Cohen & Steers, IDR launch hybrid real estate strategy; Congruent Solutions implements streamlined payroll, HRIS integration; and more.
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Product & Service Launches

Vontobel enters active ETF market; Lincoln Financial launches an accumulation-focused life insurance product; Parnassus Investments launches an international equity fund; and more.
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Product & Service Launches

Integrated Partners implements fraud tools to protect clients; World Investment Advisors gets access to Pontera’s platform; Pacific Life’s workforce benefits integrates with bswift; and more.
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Product & Service Launches

Ascensus streamlines IRA, HSA administration for banks and credit unions; 401Go expands its retirement offerings; Schwab Retirement Plan Services adds tools via Candidly; and more.
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Product & Service Launches

T. Rowe Price launches pension-linked emergency savings accounts; OneDigital implements Broadridge’s suite of solutions; Income Lab updates its integration with Schwab Advisor Services; and more.
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Product & Service Launches

IRALOGIX launches a retirement preparedness benchmark; Payroll Integrations partners with UKG to automate benefits administration; Mercer Advisors expands its family office services; and more.
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Product & Service Launches

State Street, Apollo announce Target Retirement IndexPlus; Yieldstreet to launch automated private markets investing solution; Fidelity adds two fixed income ETFs; and more.
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Product & Service Launches

Voya expands its target-date solutions with a CIT blend series; Congruent acquires IPX Retirement Edge; Vanguard launches a short-duration ETF; and more.
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Product and Service Launches

Financial Finesse and SecureSave announce partnership;  Lincoln Financial expands solutions available in WellnessPATH Marketplace; Pharmacy benefits manager offers “Savings Guarantee,” and more. 
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Product and Service Launches

October Three expands O3 PRIME retirement plan; JPMorgan U.S. Research Enhanced Large-Cap ETF launches; PensionBee adds Roth and contribution capabilities to mobile app; and more.
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Product & Service Launches

Apollo, Athene and Motive Partners purchase a guaranteed income provider; Sun Life partners with Workday Wellness; Capital Group launches 8 model ETF portfolios; and more.
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Product & Service Launches

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