Products

Participants can use Upwise, MetLife’s financial wellness platform, to navigate their eligibility for various student loan forgiveness programs.

The firms partnered on a retirement investment that includes a guaranteed income annuity.

Nestimate announces in-plan retirement income analytics tool for advisers; Savvy Wealth launches direct indexing investment product; Broadridge, Paychex partner on small 401(k) retirement plan solution; and more.

Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; Xtrackers by DWS announces a new ETF; and more.

Breckinridge launches dividend income strategies; Eastspring offers CIT with emerging markets exposure; Nomura starts fund focused on private and public credit; and more.

Mirae Asset Mutual Fund launches Smart Beta ETF; Brown Advisory introduces Sustainable Value Mutual Fund; Modern Capital releases Capital Tactical Opportunities Fund; and more.

EP Wealth introduces diversity scholarship; Vanguard launches short-term tax-exempt bond ETF; Lincoln Financial Group enhances industry-leading MoneyGuard suite.

New services will include combining, monitoring, and advising wealth across investments, including workplace retirement plans.

Alight’s expanded wellness programs allows employees’ families to join; ComplySci launches regulatory compliance guide for financial firms; Equitable adds volatility protection; and more. 

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

Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.

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

The defined contribution investment provider says the new offering is to meet growing demand from plan sponsors and participants.

Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that allows for ESG consideration in retirement plans.

First Trust launches alternative investment ETF; Nassau launches annuity with bonus of up to 10%; Voyant offers retirement plan training for financial advisers; and more.

Morningstar debuts personalized investment planning tool; eMoney Advisor has tax-planning solution incorporating SECURE 2.0 changes; Morgan Stanley Investment Management launches ESG-driven ETF fund platform; and more.

Putnam launches ETFs series; Broadridge releases ESG disclosure, data and benchmarking tool; Lincoln adds digitally available life insurance product; and more.

Milestone Money starts retirement planning website; Transamerica launches life insurance policy with retirement income option; J.P. Morgan customers can now deposit checks directly into IRA accounts; and more.

Fintech Save starts ESG-focused savings program; ConsumerTrack now officially GoBankingRates; Bitget launches new crypto trading platform; and more.

Ameriprise testing retirement income planning service; Vanguard adds short-term tax-exempt bond ETF; Franklin Templeton starts ClearBridge sustainable infrastructure ETF; and more.