New Products / Announcements

  • Fidelity® And Envestnet Expand Relationship To Deliver Next-Generation Unified Wealth & Advisory Platform
    Fidelity® And Envestnet Expand Relationship To Deliver Next-Generation Unified Wealth & Advisory Platform

    A strategic alignment to enhance FMAX, enable new capabilities to serve firms of all sizes

    Fidelity Investments and Envestnet today announced the expansion of their 20+ year relationship to deliver a comprehensive wealth and advisory solution that builds on the success of Fidelity Managed Account Xchange® (FMAX), Fidelity’s wealth management platform, and the firms’ long-standing collaboration that has grown to more than $500 billion across managed accounts.
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  • AmeriLife And Succession Capital Alliance Partner To Expand Distribution Platform For Advanced Life Insurance Solutions
    AmeriLife And Succession Capital Alliance Partner To Expand Distribution Platform For Advanced Life Insurance Solutions

    Industry pioneer brings strong, longstanding carrier partnerships and proprietary life insurance solutions that will transform wealth protection for affiliated agents and their clients

    AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, announced today that it has partnered with Succession Capital Alliance (“SCA”), the innovator behind premium financing for life insurance and a leading provider of advanced life insurance solutions for financial professionals and their high-net-worth…
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  • AI For Financial Advisors Startup Jump Raises $4.6M
    AI For Financial Advisors Startup Jump Raises $4.6M

    Led by Sorenson Capital with participation from Pelion Venture Partners and Strategic Angels

    Jump, AI software for financial advisors, announced today that it has raised $4.6 million in funding led by Sorenson Capital with significant participation from Pelion Venture Partners and strategic angel investors.
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  • Sammons Retirement Solutions® Launches The Nasdaq-100 Max 30™ Index On The LiveWell Dynamic Annuity RILA
    Sammons Retirement Solutions® Launches The Nasdaq-100 Max 30™ Index On The LiveWell Dynamic Annuity RILA

    Offering clients more choice for growth potential

    Sammons Retirement Solutions, a division of Sammons Institutional Group®, Inc., and member company of Sammons Financial Group, is partnering with Nasdaq® to launch the Nasdaq-100 Max 30™ Index on the LiveWell Dynamic Annuity®, a registered index-linked variable annuity (RILA).
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  • NAILBA, A Finseca Community, Announces New Underwriting Certification
    NAILBA, A Finseca Community, Announces New Underwriting Certification

    New series is designed to train and develop individuals in the underwriting process of life insurance sales

    NAILBA, a Finseca community, and the leading insurance industry organization that advocates for consumer choice in the insurance and financial services marketplace through independent brokerage distribution, has released a new professional certification for underwriting.
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  • Voya Financial Announces The Launch Of Primary Plus
    Voya Financial Announces The Launch Of Primary Plus

    New ‘Primary Plus’ investment lineup introduced as Voya’s total assets in managed account solutions increase 27% in the first quarter of 2024

    Voya Financial, Inc. (NYSE: VOYA), announced today the launch of Primary Plus, an expanded lineup of non-core investment solutions within its Advisor Managed Account (AMA) program.
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  • Wealth.com Partners With Facet, Bringing Modern Estate Planning Tools To Its Financial Ecosystem
    Wealth.com Partners With Facet, Bringing Modern Estate Planning Tools To Its Financial Ecosystem

    Facet can now manage members’ estate planning needs in easy-to-use, one-stop platform

    Wealth.com, the industry’s leading estate planning platform, has joined forces with Facet, the consumer subscription fintech company that is building the future of financial planning.
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  • The Hartford Introduces New Mental Health Resource For Its Group Benefits Customers In The Health Care Industry
    The Hartford Introduces New Mental Health Resource For Its Group Benefits Customers In The Health Care Industry

    Company collaborates with Marvin to provide access to specialized mental health support for health care professionals

    The Hartford, a leading provider of employee benefits and leave management, is collaborating with Marvin Behavioral Health to provide The Hartford’s life and disability insurance customers in the health care industry with access to mental health resources designed to meet the unique needs of health care professionals.
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  • Lincoln Financial Expands Partnership To Support Customers As They Recover And Return To Work
    Lincoln Financial Expands Partnership To Support Customers As They Recover And Return To Work

    Claims specialists use new technology to provide claimants with better support and resources for recovery

    Lincoln Financial Group (NYSE:LNC) today announced the expansion of its efforts to enhance disability insurance claims processes with human-in-the-loop artificial intelligence (AI) technology, leading to better disability claims management analytics, improved claim guidance to assist claimants in their return-to-work journeys and streamlined processes to deliver more value to customers.
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  • A Meaningful Retirement: Beyond Finances
    A Meaningful Retirement: Beyond Finances

    Buckingham Advisors set to provide a free, educational session focusing on non-financial aspects of retirement planning

    Retirement planning goes beyond ensuring financial stability. It encompasses non-financial aspects essential for achieving a fulfilling and meaningful retirement. To address this need for more comprehensive retirement planning, Buckingham Advisors is on June 6, 2024 hosting a retirement readiness session titled, “A Meaningful Retirement: Beyond Finances.”
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  • Finseca Announces Strategic Partnership With Succession Capital Alliance
    Finseca Announces Strategic Partnership With Succession Capital Alliance

    Joining forces to advance financial security for all

    Finseca is pleased to announce a strategic partnership with Succession Capital Alliance.
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  • Ameritas Launches A Pooled Employer Plan For Nonprofit Organizations
    Ameritas Launches A Pooled Employer Plan For Nonprofit Organizations

    Designed to support nonprofit organizations sponsoring ERISA 403(b) plans

    Ameritas has announced an addition to its flexible retirement plan platform and pooled employer plan (PEP) offerings. The Ameritas 403(b) PEP is designed to support nonprofit organizations sponsoring ERISA 403(b) plans – an underserved part of the retirement plan market, and a pooled purchasing option more often available to large companies in the for-profit marketspace.
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  • MetLife Launches My Leave Navigator To Support Employees Navigating Leave
    MetLife Launches My Leave Navigator To Support Employees Navigating Leave

    New holistic digital experience to improve employee experience from pre-leave planning to claim submission and beyond

    MetLife, a leading provider of disability and absence management services, today announced My Leave Navigator, a new offering added to its suite of MyBenefits digital experiences that supports employees planning time away from work due to a disability or event.
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