Fidelity Institutional has expanded its model portfolio suite with the addition of Fidelity Target Allocation Tax-Aware Model Portfolios.
The Certified Financial Planner Board of Standards Inc., headquartered in Washington, D.C...
Calamos has launched a global sustainable equities fund led by Anthony Tursich and James Madden.
Skience, a financial services technology company headquartered in Herndon, Va...
Tocqueville Asset Management, a wealth management firm with $8...
Snappy Kraken, a financial technology company in Ormond Beach, Fla., has launched Convos, a text-messaging platform for financial advisors to use with their clients.
Schafer Cullen Capital Management, a New York City portfolio management firm, and Water Asset Management, a specialty portfolio manager, have embarked on a partnership to invest in companies working...
FMG Suite, a San Diego-based firm specializing in marketing software and services for financial advisors and insurance agents, has integrated new lead-generation capabilities into its platform.
Putnam Investments, a global money management firm headquartered in Boston, has officially launched TargetDateVisualizer, an evaluation tool designed to help advisors more accurately analyze...
As You Sow, a non-profit shareholder advocacy organization headquartered in Berkeley, Calif., has launched As You Vote in partnership with Richmond, Calif...
Defiance ETFs has launched the United States' first hydrogen exchange-traded fund.
LPL Financial, the nation’s largest independent broker-dealer, has unveiled an enhanced suite of services to help advisors sell or acquire practices.
Sound income strategies, an RIA specializing in actively managed income-generating portfolios for retirees and those planning for retirement, has launched two actively managed income exchange-traded...
BlackRock has added to its lineup of iBonds, announcing the launch of the iShares iBonds 2026 Term High Yield and Income ETF (IBHF).
The new report lets independent financial advisors run an automated report across various time periods.
Wealth management and tech services firm AssetMark has announced a new dedicated eService team to help financial advisors meet the increasing demand for digital servicing during the Covid-19 pandemic.
GradGuard Adds Covid-19 Coverage To College Housing And Tuition Insurance GradGuard, an e-commerce platform offering insurance products specifically designed for the collegiate market, has...
To support those frontline health-care workers affected by the coronavirus, Massachusetts Mutual Life Insurance Company (MassMutual) has announced the nationwide expansion of its HealthBridge...
ProEquities, an independent RIA and broker-dealer, has launched GEN Next Academy, a proprietary apprenticeship program for new advisors seeking experience.