Product and Service Launches – 6/27/25

Nationwide Launches RetireAssist

Nationwide Retirement Solutions launched Nationwide RetireAssist, a multi-product solution to help advisers meet the unique retirement plan needs of generalist and specialist advisers and their clients. 

The initial products available under the RetireAssist umbrella are made for adviser-sold 401(k) and 403(b) plans with less than $25 million in assets and will address the differing priorities of each retirement planning adviser segment.

“This suite helps position advisors for success with their retirement plans business, meets plan sponsor needs and includes high-touch service and support for participants,” said Rich Porter, senior vice president of Nationwide Retirement Solutions Distribution, in a statement.

Envestnet Expands Alts Access 

Envestnet announced it is expanding access to its alternative investment capabilities by adding professionally managed model portfolios with semi-liquid alternative allocations and alternative ETFs. 

The expansion, made through Envestnet’s Unified Managed Account platform, comes in partnership with several leading asset management firms, including BlackRock, Fidelity Investments, Franklin Templeton and State Street. According to Envestnet, it is one of several steps to facilitate access to semi-liquid and illiquid investments at scale.

“As innovation and growth continue to shift to the private markets, advisors need access to a broader set of tools to deliver truly diversified portfolios,” said Dana D’Auria, Envestnet ‘s co-CIO and the group president of Envestnet Solutions, in a statement. “Alternatives—including real estate, infrastructure, private equity, private credit and hedge funds—offer unique sources of return and the potential for higher yield and, in some cases, lower correlation to traditional assets.”

eMoney Advisor Advances Digital Plan Delivery 

Technology solutions and services company eMoney Advisor launched “Presentation View,” a feature that will streamline how financial plans are delivered on the company’s platform, according to an announcement. 

Presentation View allows advisers to create, present and share financial plans directly from the provider’s Decision Center to the My Plan page in the client portal seamlessly.

“Advisors can now create and share personalized presentations directly to the Client Portal, delivering a seamless and consistent experience that meets client expectations and deepens collaboration,” said Chad Porche, eMoney’s senior vice president of product management, in a statement.

With this addition, there are 20 different reports in Decision Center that can be shared through Presentation View.

Orion Introduces J.P. Morgan SMAs and Model

Orion announced it is adding a diverse lineup of separately managed accounts and model portfolios from J.P. Morgan Asset Management to its platforms.

“By expanding the range of high-quality, professionally managed strategies available on our platform, we continue to empower advisors to deliver investment solutions that help their clients meet their financial goals with confidence,” said Ron Pruitt, Orion Wealth Management’s president, in a statement.

The additions include five equity SMAs, along with J.P. Morgan Asset Management’s strategic and tactical ETF model portfolios. 

Macquarie AM Debuts Focused International ETF

Macquarie Asset Management launched a focused international core equity exchange-traded fund, managed by the firm’s global equity team.

The product aims to provide investors access to Macquarie’s international core equity strategy. The ticker symbol for the new fund is EXUS.

“We are excited to offer investors access to our active international core equity within the convenience of an ETF wrapper,” said Anthony Caruso, Macquarie’s head of ETF strategy, in a statement.

WisdomTree Adds Inflation-Plus ETF

Financial firm WisdomTree Inc. initiated an inflation-plus ETF on the Nasdaq that aims to provide consistent returns with low volatility and drawdown mitigation. 

The fund, with an expense ratio of 0.65% and ticker WTIP, will include 18 commodities across six sectors: energy; industry metals; grains; precious metals; OFT or agricultural commodities (e.g. coffee, sugar and cocoa); and bitcoin. It will take strategic long allocations to precious metals like gold and silver, along with an exposure of up to 10% to bitcoin.

Overall, the fund uses momentum-based long/short positioning designed to reduce leverage while enhancing return potential, according to WisdomTree.

“We designed WTIP to bring a new level of resilience and adaptability to commodities investing, combining risk-managed momentum with structural inflation protection,” said Jeremy Schwartz, WisdomTree’s global chief investment officer, in a statement. 

AllianceBernstein Establishes Emerging Markets ETF 

Investment management firm AllianceBernstein launched AB Emerging Markets Opportunities ETF, an actively managed exchange-traded fund managed by Jane Street, the lead market maker for the new fund.

“This launch comes as a response to strong demand for more non-US equity exposures, especially in emerging markets,” said Noel Archard, AllianceBernstein’s global head of ETFs and portfolio solutions, in a statement. “EMOP is designed to provide investors with meaningful access to these dynamic economies, reinforcing our focus on active strategies and solutions that empower clients across their portfolios.”

Security Benefit Adds to Flagship Foundations Annuity

Security Benefit announced it is adding index accounts based on three new indices to its flagship fixed-index annuity, the Foundations Annuity.

The new indices represent international, technology and small-cap segments, in addition to a simple trigger rate strategy benchmarked against the S&P 500. With the additions, the Foundations Annuity includes 15 different index-linked accounts featuring equities, bonds, commodities and Treasury asset classes. 

“More asset classes mean more ways to mirror your managed money strategies within the safety of an FIA,” said Toby Leonard, Security Benefit’s assistant vice president for product development, in a statement. “Diversification is key to a client’s long-term asset mix. With Foundations, advisors can derisk portfolios by taking market loss off the table, allow for tax-deferred accumulation, and prepare for multiple scenarios with a protection-based product.”