Tag: financial services

Vanguard, TIAA Launch Target-Date Lifetime Income Trusts for 401(k)s

Vanguard and TIAA introduce Target Retirement Lifetime Income Trusts, integrating annuities into 401(k) plans to offer guaranteed lifetime income and enhance retirement plan options.

Emerging Tech and Venture Capital Transform U.S. Retirement Income and Financial Services

Explore how venture capital and technology firms are reshaping U.S. retirement income solutions and financial services with scalable, Secure 2.0–aligned innovations.

Vanguard and TIAA Launch Lifetime Income Option for Retirement Plans

Vanguard and TIAA collaborate to introduce Target Retirement Lifetime Income Trusts, offering guaranteed lifetime income in employer-sponsored retirement plans to enhance retirement security.

ASX Trading Disruption and AUB Group Bid Collapse Impact Australian Market

Australia's ASX faced a major corporate announcements outage and the collapse of a $5.25B takeover bid for AUB Group on December 1, 2025, intensifying market volatility and investor uncertainty amid sector-specific and macroeconomic challenges.

Unlocking Growth in U.S. In-Plan Annuities Market Amid High Latent Demand

Explore the untapped potential of the U.S. in-plan annuities market, driven by high participant demand and low awareness. Asset managers face key strategic challenges to capture growth in retirement income solutions.

MetLife Completes $10B Variable Annuity Risk Transfer with Talcott

MetLife finalizes a $10 billion variable annuity risk transfer to Talcott Resolution, reducing portfolio risk and managing legacy business blocks. MetLife Investment Management oversees $6 billion in assets under this strategic deal.

Wells Fargo Adviser Moves to Ameriprise; Cetera Gains Former LPL Advisers

Key adviser team moves: Wells Fargo's Harpland Financial joins Ameriprise with $160M in assets; Cetera Financial gains former LPL advisers and Chicago-based Callero Capital, expanding its intermediary network.

Max Financial Services Sees Growth and Margin Gains Amid Product Expansion

Max Financial Services reports strong growth prospects with new product launches and channel expansion, optimizing margins despite GST-related impacts. Analyst retains BUY rating with positive valuation outlook.

Nationwide Launches RetireAssist Connect for Flexible Group Retirement Plans

Nationwide Retirement Solutions introduces RetireAssist Connect, a pooled plan product designed to streamline retirement plan management with enhanced fiduciary support and customization for advisors and plan sponsors.

Meanwhile Secures $82M to Expand Bitcoin-Denominated Life Insurance

Meanwhile raises $82 million to grow its Bitcoin-denominated life insurance offerings, pioneering crypto investments within traditional insurance frameworks.