Tag: Investment Products

Envestnet enhances platform; NFP launches HR+; Betterment introduces Bitcoin/Ethereum portfolio.

Nelson was appointed to replace Christopher Strickrod, who TIAA promoted earlier this year.

Human Interest launches Fast Track 401(k); AllianzIM introduces September buffered ETFs; Madison Investments unveils latest actively managed ETF Suite; and...

North American Company introduces Goldman Sachs index; Jackson enhances Perspective variable annuity benefit suite; Altruist launches multiple account bundling. 

Turning Technology hires former head of iShares; Principal selects Dessouki as chief marketing officer; and Puerto joins J.P. Morgan Private...

Snappy Kraken introduces AI email builder; American Life & Security Corp. launch annuity product; Vanguard expands active lineup; and more.

AmericanTCs, Allianz come to market with in-plan annuities; Lincoln Financial upgrades its RILA to combat market volatility; Altruist adds multi-account...

Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its...

Ascensus names retirement sales regional VPs; Plan Sponsor University brings on Kelleher as consultant; AdvicePay names Suaickie CEO as Moore...

MassMutual and Nationwide announce buffered annuities; Touchstone launches ETF focused on securitized income. 

Schwab introduces tools for workers with student loan debt; CapIntel launches proposal builder for SEC Marketing Rule compliance; Penny Finance...

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

T. Rowe Price names new head of global distribution; Bank of America announces Korkow president of Omaha; Northern Trust appoints...

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

The recordkeeper is navigating the loss of its’ client-facing distribution division’s leader.

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...

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...

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.