Vestmark offers Capital Group model portfolios; Vanguard launches 2 fixed-income model portfolios; Envestnet launches manager models from Franklin Templeton and...
Lincoln Financial, Bain Capital launch private market fund; MissionSquare revamps branding; Cantor Fitzgerald introduces gold-backed bitcoin fund; and more.
Pontera, Manulife John Hancock announce retirement platform collaboration; iJoin, Manifest partner on 401(k) consolidation; and True RX launches new mobile...
Imagine360 product provides health care spend transparency; PGIM expands fixed-income ETF offerings; SmartX introduces full integration of semi-liquid alt investments;...
Candidly introduces AI Assistant; AllianceBernstein adds Pacific Life to multi-insurer platform; Crossmark, GlobalX, Invesco, Janus Henderson launch ETFs; and more.
Pontera, Snowden Lane Partners announce integration partnership; Paychex and SoFi at Work partner up to expand financial well-being offerings; Unlimited...
TIAA revamps its plan sponsor administration platform; small business retirement plan provider Ubiquity teams with bookkeeping firm Bench Accounting; SEI...