Tag: exchange-traded funds (ETFs)

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

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

Average balances increased in the fourth quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...

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

Asset flows data for early this year shows institutional investors bucking 2022 trends. 

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

Capital Group, which runs American Funds, made the announcement amid what the company called long-planned leadership changes. 

RightCapital adds SECURE 2.0 update to financial adviser planning platform; NFP Starts Human Capital Solutions Practice; and more.

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

MSCI offers investment tools to screen companies harming biological diversity; John Hancock launches equity income portfolios; RBC launches U.S. mutual...

Preqin brings benchmarking to “opaque” alternative assets market; Fortress start new alternative asset investment division; Pimco fund taps private and...

Average balances decreased in the third quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...

According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 19% lower than a year ago.

Northern Trust Front Office Solutions enhances liquidity management solutions for asset owners and Wilshire brings to market third-gen factor index...

DWS releases climate-focused Xtrackers ETF.

LeafHouse Financial Services announces new DCIO service; Schwab Asset Management reduces fees on 10 funds; and Russell Investments expands personalized...

Robeco launches quant credit strategy focused on SDGs and climate, and MSCI launches next generation of equity factor models.

Putnam Investments to launch five new investment strategies; Nationwide adds two new death benefit features; and Broadridge launches multi-account collective...

BlackRock updates multifactor ETF suite; iJoin launches individualized glide path solution; and Vontobel expands retirement plan offerings.

Putnam Investments to develop suite of sustainable retirement target-date funds; PGIM Investments expands actively managed fixed income ETF lineup; Nationwide...