In recent years, there has been a growing interest among plan sponsors in implementing in-plan retirement income solutions. This trend is expected to continue in the new year, according to the Institutional Retirement Income Council. The Council predicts that more plan sponsors will recognize the importance of offering their participants options for generating income during retirement.
Cynthia Zalewsky, president of Saratoga Investment Solutions, a firm with $45M in assets under management (AUM), has been a strong advocate for deeply integrated applications for years. Zalewsky believes that by providing seamless and user-friendly retirement income solutions, plan sponsors can better support their participants' financial well-being.
WealthKernel, a leading wealthtech provider, has recently announced the launch of US equities trading for both new and existing clients. This move highlights the growing demand for digital investment solutions, as investors seek more accessible and efficient ways to manage their portfolios.
In a recent press release, SP Funds, the largest family of Sharia-compliant exchange-traded funds (ETFs) in North America, revealed its plans to expand its offering of investment solutions. This demonstrates the increasing popularity and acceptance of ethical and sustainable investment options in the market.
Global Strategic Investment Solutions LLC has reduced its position in shares of Vanguard Russell 1000 Growth ETF (NASDAQ: VONG), signaling a strategic shift in its investment strategy. This move highlights the importance of regularly reassessing and adjusting investment portfolios to align with changing market conditions.
Goldman Sachs, one of the biggest names on Wall Street, has appointed Monali Vora as the head of its wealth investment solutions for asset management. This move further emphasizes the importance of offering comprehensive investment solutions to meet the evolving needs of wealth management clients.
Investors looking for research, advice, and investment solutions can turn to a wide range of services and solutions provided by financial institutions. These services are designed to help investors capitalize on opportunities, manage risks, and achieve their financial goals.
Marcus & Millichap, a renowned commercial real estate brokerage, has partnered with EquityMultiple to offer sponsors and operators access to a diverse range of investment solutions. This collaboration aims to provide investors with more options to diversify their portfolios and tap into the potential of commercial real estate.
The managed investment solutions team of an undisclosed firm has recently welcomed Greg Behar, Drew Miyawaki, and Shaun Murphy as new members. This expansion underscores the growing demand for managed investment solutions that offer professional expertise and personalized strategies.
