Investment services are a constantly evolving industry, and 2021 has seen some exciting new innovations. In this article, we'll take a look at some of the latest products and tools from investment service providers.
Nestimate announces in-plan retirement income analytics tool for advisers, which offers a new level of analysis for retirement plans. With this tool, advisers can provide more detailed insights into retirement income projections, allowing plan participants to make more informed decisions about their retirement savings.
Savvy Wealth launches direct indexing investment product, which offers investors the ability to invest in a customized portfolio of individual stocks. This product allows investors to have more control over their investments, and potentially lower their tax bill through tax-loss harvesting.
The best robo-advisors charge low portfolio management fees and offer a range of services, including tax optimization. Robo-advisors have become increasingly popular in recent years, and this trend is expected to continue as more investors seek low-cost, automated investment solutions.
American Century launches actively managed ETF, which offers investors the potential for higher returns than passive ETFs. This product is designed to compete with traditional mutual funds, offering investors the benefits of active management with the convenience of an ETF.
Nomura starts fund with exposure to private credit, which is a relatively new asset class that has gained popularity in recent years. Private credit offers investors the potential for higher yields than traditional fixed income investments, but also carries higher risk.
Singapore-based Eastspring launches, which offers investors access to global markets through a range of investment products. This product is designed to appeal to investors who are looking for diversified investment options.
Cybersyn, offering data-as-a-service (DaaS) for enterprises, today emerged from stealth with $62.9M in series A funding led by Snowflake. This product is designed to help businesses make better decisions by providing them with real-time data insights.
In today's digital age, mobile-first banking and financial services are fast developing. Consumers are increasingly turning to mobile apps to manage their finances, and investment services providers are responding by offering more mobile-friendly products and tools.
In this video, Anjana D. Patel, JD, discusses the role of management service organizations in a private equity transaction. Management service organizations (MSOs) are becoming increasingly popular in the healthcare industry, where they provide administrative support to medical practices.
No matter how long you've been investing, choosing the best robo-advisor for your needs can be challenging. Between fees, features and funds, there are a lot of factors to consider. This article provides a guide to help investors navigate the crowded robo-advisor market.
Trinity Hunt Partners, a growth-oriented private equity firm focused on services businesses, announced today its majority investment in a leading provider of outsourced facility management services. This investment is designed to help the company expand its operations and grow its customer base.
Overall, 2021 has seen a wide range of new investment services products and tools, designed to appeal to a diverse set of investors. Whether you're looking for a low-cost robo-advisor, a customized portfolio of individual stocks, or exposure to new asset classes like private credit, there's never been a better time to be an investor.
