Tag: exchange-traded funds (ETFs)

BlackRock Debuts First Buffer ETFs; SMArtX Adds 15 Investment Strategies; Fidelity Refiles Spot Bitcoin ETF Application.

FundFront introduces white label alternative investment platform; Wealth.com unveils AI legal assistant; Schwab to launch the Schwab High Yield Bond...

The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings....

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...

John Hancock Retirement launches dynamic default investment feature; Tata AIA upgrades Life Fortune Guarantee Pension; Putnam Investments launches emerging markets...

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

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

Nestimate announces in-plan retirement income analytics tool for advisers; Savvy Wealth launches direct indexing investment product; Broadridge, Paychex partner on...

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

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

Average balances increased in the fourth quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...

EP Wealth introduces diversity scholarship; Vanguard launches short-term tax-exempt bond ETF; Lincoln Financial Group enhances industry-leading MoneyGuard suite.

Asset flows data for early this year shows institutional investors bucking 2022 trends. 

Hub starts global risk solutions practice; FPA offers courses to address gaps in advisers elderly financial planning knowledge; and more.

Capital Group, which runs American Funds, made the announcement amid what the company called long-planned leadership changes. 

RightCapital adds SECURE 2.0 update to financial adviser planning platform; NFP Starts Human Capital Solutions Practice; and more.

Ameriprise testing retirement income planning service; Vanguard adds short-term tax-exempt bond ETF; Franklin Templeton starts ClearBridge sustainable infrastructure ETF; and...

MSCI offers investment tools to screen companies harming biological diversity; John Hancock launches equity income portfolios; RBC launches U.S. mutual...

Preqin brings benchmarking to “opaque” alternative assets market; Fortress start new alternative asset investment division; Pimco fund taps private and...