Tag: Investment Products

State Street, Apollo announce Target Retirement IndexPlus; Yieldstreet to launch automated private markets investing solution; Fidelity adds two fixed income ETFs;...

Voya expands its target-date solutions with a CIT blend series; Congruent acquires IPX Retirement Edge; Vanguard launches a short-duration ETF;...

October Three expands O3 PRIME retirement plan; JPMorgan U.S. Research Enhanced Large-Cap ETF launches; PensionBee adds Roth and contribution capabilities...

Apollo, Athene and Motive Partners purchase a guaranteed income provider; Sun Life partners with Workday Wellness; Capital Group launches 8...

Madison Investments launches CITs with SEI; Zeplyn offers new workflow capabilities for advisers; and SEI launches an alternative investment product...

Newfront Insurance and Pave partner to simply employee benefits; Apollo, State Street private-debt to release new ETF; Betterment Adviser Solutions...

Alera Group expands its wealth management and retirement plan solutions; Berwyn Group launches a death audit solution; J.P. Morgan launches...

Equitable introduces a 401(k) PEP; Pontera, Orion announce new integration; PEO Partners, AlphaQuest launch actively managed ETF; and more.

The Retirement Advantage launches its Select 401(k) PEP, John Hancock Investment Management launches alternatives offering; Cetera Partners with TIFIN AG.

BlackRock’s LifePath Paycheck reaches a milestone; PSCA announces a retirement income education program; HSA Store launches a mobile app; and...

AllianzIM brings buffer allocation ETFs to market; Ibexis Life & Annuity announces new fixed-index annuity series; Payroll Provider Green Leaf...

GROUPIRA launches IRA rollovers with Microsoft Azure; PGIM adds 2 Buffer ETF series and laddered buffer ETF; Closed-end funds advised...

Pacific Life launches registered index-linked annuity; Future Capital partners with AssuredPartners Investment Advisors; TPSU reports growth rates for retirement plan...

AllianceBernstein launches two active buffer ETFs; J.P. Morgan partners with CAIS to allow advisers access to alternative investments; and Pontera...

Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors;...

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

Oppenheimer partners with Pontera for client 401(k) management; SEI adds separately managed account options; AssetMarket adds TIFIN AI capabilities for...

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

Axos Clearing, Envestnet partner to deliver managed account solutions; Pontera offers access to Envestnet’s BillFin solution; Jackson increases access to...

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