New Products / Announcements

  • CFP Board Elects Three New Directors
    CFP Board Elects Three New Directors

    New editions bring diverse perspectives and insights to the Board

    The Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced that its Board of Directors elected three new members: Marguerita (Rita) Cheng, CFP®, Richard Shaw, CFP® and Steve Wallman.
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  • Fidelity Institutional Enhances Advisor Technology Advancing Open Architecture Commitment
    Fidelity Institutional Enhances Advisor Technology Advancing Open Architecture Commitment

    Enhancements to Wealthscape support evolving client needs and digitized account onboarding improves efficiency and security

    Fidelity Institutional® today announced new account opening functionalities, as well as enhancements to its open architecture digital store, Integration Xchange, and its advisor technology platform, WealthscapeSM.
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  • The Rise Of Medicare Advantage Plans
    The Rise Of Medicare Advantage Plans

    As Medicare Advantage plans increase in popularity, it pays for consumers to understand their coverage options

    Enrollment in Medicare Advantage plans continues to rise, and medicareresources.org today offers insights into the growing popularity of the plans and tips for choosing coverage during Medicare open enrollment. 
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  • DPL Partners With Corebridge Financial To Bring Advisory Annuity Solutions To The RIA Community
    DPL Partners With Corebridge Financial To Bring Advisory Annuity Solutions To The RIA Community

    New offerings are designed to help protect clients’ portfolios, more effectively manage today’s retirement risks and help improve retirement outcomes

    DPL Financial Partners, the leading insurance platform for registered investment advisors (RIAs), today announced the addition of Corebridge Financial to its carrier lineup with two commission-free Corebridge annuity products geared to fee-only advisors.
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  • The Milner Agency Joins Integrity To Utilize End-To-End Insurtech Resources And Serve More Americans
    The Milner Agency Joins Integrity To Utilize End-To-End Insurtech Resources And Serve More Americans

    Integrity's broad platform positions the family-run agency for future growth opportunities while securing its six-decade legacy of exceptional service and support

    Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has entered into an agreement to acquire The Milner Agency, a brokerage general agency (BGA) located in Athens, Georgia.
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  • Prudential Launches FlexGuard Life, A Next-Generation Life Insurance Product That Goes Beyond Death Benefits
    Prudential Launches FlexGuard Life, A Next-Generation Life Insurance Product That Goes Beyond Death Benefits

    Indexed variable universal life solution offers both protection and growth

    Prudential Financial, Inc., has launched Prudential FlexGuard® Life, an innovative Indexed Variable Universal Life product that offers a flexible combination of protection, growth, and access to meet consumers’ changing life insurance needs.
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  • J.P. Morgan Wealth Management Launches Remote Investing Advice
    J.P. Morgan Wealth Management Launches Remote Investing Advice

    Clients can video chat with an advisor and build a financial plan from anywhere. Launch also includes offer to waive advisory fees for six months

    J.P. Morgan Wealth Management officially launched today its remote advice business, J.P. Morgan Personal Advisors. As an introductory offer, the firm is waiving advisory fees for six months for anyone who signs up and funds an account.
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  • Voya Adds Private Equity Investment Option To Its Nonqualified Deferred Compensation Offering
    Voya Adds Private Equity Investment Option To Its Nonqualified Deferred Compensation Offering

    Pomona Investment Fund will offer plan participants access to long-term capital-appreciation investing

    Voya Financial, Inc., announced today that the company has added the Pomona Investment Fund (PIF) as a new option to Voya’s nonqualified deferred compensation (NQDC) executive-benefit solution. PIF, a registered investment vehicle providing access to private equity investing to accredited investors, is part of the Voya Investment Management (Voya IM) product line and managed by…
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  • Symetra And Nassau Re/Imagine Launch New ‘Working Forward’ Podcast Series
    Symetra And Nassau Re/Imagine Launch New ‘Working Forward’ Podcast Series

    Multi-episode series will cover topics including the future of work, company and worker mindsets, and the challenges and opportunities ahead

    Symetra Life Insurance Company and insurtech incubator Nassau Re/Imagine are collaborating on a new podcast series that explores the leading trends and innovations happening in the workplace benefits space.
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  • Schwab Advisor Services™ Expands Ability For Matchmaking Between Advisor Firms
    Schwab Advisor Services™ Expands Ability For Matchmaking Between Advisor Firms

    There are more than 1,000 firms currently on the platform, and they have exchanged more than 11,000 messages since the original launch

    Schwab Advisor Services is expanding its RIAConnect platform to provide greater support to firms who custody with both Schwab and TD Ameritrade (TDA) to make the right connections with each other and with prospective talent.
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  • Retire Early With Digital Investing
    Retire Early With Digital Investing

    The 'Retire Early with Digital Investing' financial movement modernizes investing for financial freedom and early retirement

    Retire Early with Digital Investing (REDI), is a financial movement created by Profit Spotters to attain financial freedom and early retirement via digital investing.
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  • EPIC Insurance Brokers And Consultants Acquires Larry Gordon Agency
    EPIC Insurance Brokers And Consultants Acquires Larry Gordon Agency

    EPIC continues strategic expansion of life and executive benefits platform

    EPIC Insurance Brokers and Consultants (“EPIC”) announced today that it has acquired Larry Gordon Agency (“LGA”). The acquisition continues the strategic expansion of EPIC’s geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
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  • Fabric By Gerber Life Launches Industry-Leading Term Life Insurance So You Can Plan Like A Parent™
    Fabric By Gerber Life Launches Industry-Leading Term Life Insurance So You Can Plan Like A Parent™

    Life insurance innovator launches new digital insurance product from Western & Southern Financial Group, helping parents apply for term life insurance quickly, from the comfort of their own homes.

    Fabric by Gerber Life, a life insurance innovator helping parents protect their family’s financial future, announced a new term life product alongside a reimagined online application experience.
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