Tag: Investment Products

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.  

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.

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

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

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

The new CEO arrives from American Century Investments to replace Sue Reibel, who retired at the end of 2022.

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

Vanguard plans merger and liquidation; WeBuy75.com launches an advanced life expectancy calculator; and more.

The tool can help employers to address workers’ financial emergencies.

NTAM increases services for minority brokers; American Century Investments adds to target date lineup; Milliman Partners with Resources Investment Advisers...

Ascensus adds advice and managed accounts services; New York Life partners with Visual Capitalist on data visualization platform; American Beacon...

The Standard Adds Retirement Specialist to Denver Office; New Regional SVP for TPA Services at Pentegra; Industry Veteran to Serve...