Displaying 33 results
CalSavers on hunt for new ESG manager
The automatic IRA program is seeking to fill a spot on its investment menu that is likely being vacated by the BNY Mellon Sustainable Balanced Fund.
Vestwell to buy BNY’s Sumday auto-IRA and 529 business
The deal would catapult Vestwell to serving as program manager for nearly $20 billion, with the acquisition adding about 800,000 participants and 17,000 small employers to its book of business.
BNY Mellon Wealth rolls out client prospecting tool for advisers
BNY Mellon Wealth Management's new client prospecting tool is designed to expand initial conversations with investors beyond basic risk assessments. After an investor completes the questionnaire, the tool curates specific recommendations and content customized to the user's answers.
Investment firms team with AFL-CIO to offer DC funds
Wilmington Trust, BNY Mellon and PGIM Fixed Income all play a role in the target-date CITs the union is rolling out for its members' defined-contribution plans.
BNY Mellon files for first active ETFs
The three ESG-oriented equity funds will be sub-advised by Newton.
Advisers agree: It’s time to stop ignoring Bitcoin
Bitcoin's rally and an increase in institutional adoption amplify the need for advisers to educate themselves on cryptocurrencies.
BNY Mellon names head of global family office
Vincent Hayes led membership development at the Family Office Exchange
Think digital: Upgrading the client experience in 2021
Advisers need to catch up to Amazon in terms of customer journey, says Pershing's Christina Townsend
Average charitable gift increased by 56% in 2019, study finds
Despite changes in tax treatment, philanthropists increased support for nonprofits
Asset managers can no longer afford to avoid ETF market
The exchange-traded fund industry has suddenly attracted large asset managers that have until recently shunned the business
BNY, Wilshire roll out small-plan custom TDF option for advisers
The product includes five glide paths and can include investment options that are already on plan menus
Vestwell and BNY Mellon partner on 401(k) plans, auto-IRAs
The alliance will help both firms distribute a retirement product to employers
Better together? Why not all advisory teams are meant to go independent
Advisers looking for more freedom may find going independent on their own is not as fulfilling as partnering with an existing independent firm.
