Products

Betterment launches tax-smart transitions features; Broadridge secures patent; Vanguard announces cash distributions.

Aptus Capital Advisors Launches New Enhanced Yield ETF; MetLife and Lyra Health Expand Workplace Mental Health Access; Alight Expands Global Employee Benefits Solution.

TIAA promoted internally to a new position, reporting to the head of consultant relations, according to a June 13 memo.   

Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.

Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and enhanced digital wallet; and more.

Choreo launches Choreo Partner Alliance; Gainbridge announces upcoming B2B insurance-as-a-service platform; New York Life introduces new suite of term life products; and more.  

John Hancock Retirement launches dynamic default investment feature; Tata AIA upgrades Life Fortune Guarantee Pension; Putnam Investments launches emerging markets ex-China ETF; and more.

Savvy Ladies expands free financial helpline; GreenHill launches performance reporting solution; AI chatbot Mo debuts on Morningstar platforms; and more.

The fiduciary consultant is offering consulting and education for plan sponsors and participants on integrating annuities into 401(k) plans.

Allianz Life enhances Allianz Index Advantage+ Variable Annuities; Brighthouse Financial improves Shield Level Annuities Product Suite.

LIMRA reports that retail annuities are booming, even as new research from PGIM shows that 34% of plan sponsors are considering adding them in retirement plans.

Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.

Experts point out the many similarities between HSA contributions and 401(k) plan contributions at the PLANSPONSOR conference.

Beacon Capital Management launches tactical risk ETF; MassMutual announces fund investing in diverse-led businesses; and more.

Participants can use Upwise, MetLife’s financial wellness platform, to navigate their eligibility for various student loan forgiveness programs.

The firms partnered on a retirement investment that includes a guaranteed income annuity.

Nestimate announces in-plan retirement income analytics tool for advisers; Savvy Wealth launches direct indexing investment product; Broadridge, Paychex partner on small 401(k) retirement plan solution; and more.

Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; Xtrackers by DWS announces a new ETF; and more.

Breckinridge launches dividend income strategies; Eastspring offers CIT with emerging markets exposure; Nomura starts fund focused on private and public credit; and more.

Mirae Asset Mutual Fund launches Smart Beta ETF; Brown Advisory introduces Sustainable Value Mutual Fund; Modern Capital releases Capital Tactical Opportunities Fund; and more.