Tag: Investment Products

Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors;...

Alera Group deploys TIFIN @Work’s AI-powered platform; Strive Makes Direct Indexing available on Fidelity and Schwab platforms; Vanguard launches 2...

Oppenheimer partners with Pontera for client 401(k) management; SEI adds separately managed account options; AssetMarket adds TIFIN AI capabilities for...

Future Capital integrates its 401(k) platform with SS&C; LeafHouse announces launch of Alta Trust’s CIT; Endeavor Retirement debuts resources for...

Axos Clearing, Envestnet partner to deliver managed account solutions; Pontera offers access to Envestnet’s BillFin solution; Jackson increases access to...

Principal launches TDFs with ARS in-plan annuity option; Capital Group, KKR debut public-private fixed-income funds; North American and AMS introduce...

Diamond Hill launches Core Plus Bond Strategy; Rockefeller Asset Management expands active ETF lineup with small-mid-cap ETF, RSMC; PensionPro, Dynamis...

The Standard, Family First partner to offer caregiving benefits; Corebridge Financial launches a registered index-linked annuity; and Arta Finance offers...

Alight adds firms offering mental health, fertility support to partner network; BlackRock taps Vestmark for custom model portfolio partnership; and...

FinFit partners with Sunny Day Fund to add emergency savings accounts; Equitable enhances flagship retirement solution for K-12 educators; Munich...

Milliman offers Candidly student loan certification solution; Capital Group launches active and passive TDF blend series; and more.

Vestwell adds TIAA in-plan guaranteed income offering; American Life launches new fixed-indexed annuity; nudge publishes free financial wellness guide for...

AI Risk partners with Fynancial to bring AI to wealth management; YCharts announces holdings integration with Broadridge’s wealth aggregation platform;...

Custodia Financial introduces retirement loan protection service to protect against defaults; Prudential enhances its employee well-being solutions; and Lincoln Financial...

Morgan Stanley at Work launches new digital experience for benefits participants; Alight releases the latest version of its employee experience...

Milliman goes with Hueler’s annuity marketplace for participants; vWise offers AI-generated video creation for participants; Paychex PEP offering tops $1B...

TIAA launches AI platform to deliver lifetime income solutions and services; AllianceBernstein launches AB International Low Volatility Equity ETF; Pearl...

Principal brings second annuity with guaranteed lifetime income to market to meet ‘record wave’ of retirees; Broadridge adds values-based investing...

OneAmerica Financial to offer nonqualified compensation plans; Netchex partners with Vestwell on 401(k) plan for small and midsize employers; Orion...

SageView collaborates with Transamerica to launch Integrity Pooled Solutions; MyVest and Income Discovery launch a retirement income platform; Avantis offers...