Products

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Product & Service Launches

Pacific Life launches registered index-linked annuity; Future Capital partners with AssuredPartners Investment Advisors; TPSU reports growth rates for retirement plan fiduciary training in 2024.
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Product & Service Launches

AllianceBernstein launches two active buffer ETFs; J.P. Morgan partners with CAIS to allow advisers access to alternative investments; and Pontera partners with Independent Advisor Alliance.
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Product & Service Launches

Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors; Payroll Integrations automates SECURE 2.0 compliance; and more.
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Product & Service Launches

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

Oppenheimer partners with Pontera for client 401(k) management; SEI adds separately managed account options; AssetMarket adds TIFIN AI capabilities for advisers; and more.
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Product & Service Launches

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

Axos Clearing, Envestnet partner to deliver managed account solutions; Pontera offers access to Envestnet’s BillFin solution; Jackson increases access to RILA product through distribution partnership with JPMorganChase; and...
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Product & Service Launches

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

OneDigital launches new benefits platform; Transamerica managed advice available for contractors PEP; Gainbridge annuities available to RIAs via RetireOne; and more. 
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Product and Service Launches

Diamond Hill launches Core Plus Bond Strategy; Rockefeller Asset Management expands active ETF lineup with small-mid-cap ETF, RSMC; PensionPro, Dynamis provide real-time data access to TPAs; and more.
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Product & Service Launches

The Standard, Family First partner to offer caregiving benefits; Corebridge Financial launches a registered index-linked annuity; and Arta Finance offers life insurance solutions with Prudential.
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Product & Service Launches

Federated Hermes launches MDT mid cap growth CIT; PGIM partners with iJoin to expand access to PGIM RetireWell Managed Accounts; Security Benefit introduces TopRidge Bonus fixed-index annuity; and more.
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Product & Service Launches

Alight adds firms offering mental health, fertility support to partner network; BlackRock taps Vestmark for custom model portfolio partnership; and Altruist launches digital fixed-income trading for RIAs.
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Product and Service Launches

FinFit partners with Sunny Day Fund to add emergency savings accounts; Equitable enhances flagship retirement solution for K-12 educators; Munich Re launches longevity reinsurance product for US and...
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Product & Service Launches

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