iCapital and Tangible Markets partner on liquidity solutions for alternative investment funds; Betterment and Vanilla offer estate planning technology available...
Janus Henderson releases charitable investment accounts; SEI launches multi-strategy alternative ETF; and Zocks, Orion offer AI integration to provide portfolio...
MissionSquare announces reduction in fund costs; PGIM, Tortoise Capital and Manulife John Hancock Investments launch ETFs; SmartX brings semi-liquid alts...
Vestwell announces multilingual savings platform; Nationwide to sell Midland National commission-free indexed annuity; State Street Investment Management and Xtracker launch...
Franklin Templeton adds managed option strategies to custom indexing platform; AllianceBernstein includes Pacific Life on multi-insurer platform; Principal transitions administrative...
Meeder launches artificial intelligence education program for advisers; Cetera unveils an AI-driven growth suite; Pontera, Snowden Lane Partners announce integration...
Morningstar debuts features in Direct Advisory Suite; World Investment Advisors announces technology tools; MyVest partners with InvestSuite for custom model...
Transamerica, SWBC launch pooled plan exchange; Prospera Financial Services and Idea Decanter announce strategic partnership; Datalign introduces an AI-powered geographic...
Lincoln Financial launches an accumulation-focused life insurance product; Vontobel enters active ETF market; Parnassus Investments launches an international equity fund;...
Vanguard debuts gen AI tool to enhance adviser-client communications; World Investment Advisors gets access to Pontera’s platform; Integrated Partners implements...
401Go expands its retirement offerings; Schwab Retirement Plan Services adds tools via Candidly; Edward Jones adds alternative investments to private...
OneDigital implements Broadridge’s suite of solutions; Vanguard introduces fixed-income model portfolios for advisers; T. Rowe Price launches pension-linked emergency savings accounts;...