Tag: Investment Products

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.  

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.