Product & Service Launches 7/17/25
Meeder launches artificial intelligence education program for advisers; Cetera unveils an AI-driven growth suite; Pontera, Snowden Lane Partners announce integration...
Products & Services
JP Morgan Asset Management Adds Solo 401(k) to Product Set
The product, recordkept by Vestwell, is designed for solo entrepreneurs and self-employed individuals who do not have full-time employees.
Blue Owl and Voya Partner to Offer Private Market Solutions to DC Plans
The firms will begin by offering collective investment trusts available through adviser-managed accounts.
Legal & General Partnering With Blackstone For Private Credit
The insurer’s annuity and asset management businesses will leverage Blackstone’s private credit origination platform to provide clients with diversified investment-grade...
Product and Service Launches – 7/10/25
Schwab grows institutional no-transaction fee fund offering; Interactive Brokers debuts IBKR InvestMentor; SS&C Technologies adds investment management services to Black...
Nuveen Lifetime Income TDFs to be Available on Transamerica Platform
The Nuveen Lifecycle Income CIT Series will be available as a default option for retirement plans recordkept by Transamerica.
LeafHouse, Capital Group Introduce Personalized Target-Date Service
Target Date Plus, powered by LeafHouse, uses up to 10 participant data points to customize portfolios for each participant.
Aquiline Acquires SEI Family Office Services Unit
The platform also provides services for private banks, alternative asset managers and private wealth advisers.
Product and Service Launches – 7/3/25
Morningstar debuts features in Direct Advisory Suite; World Investment Advisors announces technology tools; MyVest partners with InvestSuite for custom model...
AI Firm Jump Announces Integrations with eMoney and RightCapital
The partnerships allow advisers to keep financial plans updated without manual data entry.
Cetera Launches Alternative Investments Allocation Models for Advisers
The first model portfolio, now available, is the Cetera Blended Alternatives Model – Moderate, which includes six alternative funds with...
Great Gray Trust Company to Collaborate With BlackRock
BlackRock’s glidepath will power Great Gray Trust Company’s new retirement solution with access to private markets.
Capital Group Enhances RecordkeeperDirect Platform
The company wants to be a “partner of choice” for retirement plan advisers working with small and mid-sized retirement plans.
Product and Service Launches – 6/27/25
Nationwide launches RetireAssist, Envestnet expands alts access; ETFs from Macquarie, WisdomTree, AllianceBernstein hit the market; and more.
Despite Fintech Advances, Users Remain Reluctant to Try New Products
A Nationwide survey also found that annuity sellers want a simplified suitability process and better digital tools for accepting and...
Voya Collaborates With Savi for Student Loan Debt Offerings
The company said it will offer many Savi guidance features at no charge to employers or their employees.
Adviser-Developed Participant Engagement Platform Goes Live
Retirement plan adviser Shane Hanson has opened his Viserly platform to all interested advisers.
Product and Service Launches – 6/13/25
Transamerica, SWBC launch pooled plan exchange; Prospera Financial Services and Idea Decanter announce strategic partnership; Datalign introduces an AI-powered geographic...
What’s Next for Managed Accounts?
Technological evolutions could help the personalized options become more efficient—and more popular.
Report Reveals Opportunities in CRM Adoption, Impact
Insightly’s 2025 report showed a gap between the potential of customer relationship management in the AI era and how teams...