Goals Optimization Engine News Today

/PRNewswire/ -- Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—announced that Franklin...

/PRNewswire/ -- Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—announced that Franklin...

With the partnership, participants in smaller plans will have access to a goals-based investing solution.

NextCapital gets managed-accounts deal with Prudential Prudential Retirement plans to launch the service, Advice and Income Engines, sometime during the first quarter of 2021. It will provide retirement planning and personalized portfolio management to Prudential’s defined-contribution plan participants. February 2, 2021 2 MINS NextCapital inked a deal with Prudential, the companies announced today, marking the 10th retirement services company for which the fintech firm ...

Franklin Templeton’s managed account product could be future for DCIOs Managed accounts offer DCIOs the opportunity to be a more active and important part of the DC ecosystem. It moves them from being dependent on record keepers, advisers and plan sponsors to create the strategy to help participants, to being an advice provider of customized investment solutions. February 3, 2021 3 MINS The recent announcement of Franklin Templeton’s Goals Optimization Engine, initiall...

Vestwell, Franklin Templeton Partner To Bring New Tech to 401(k)s Relying on a mix of APIs, special methodology and a tech-forward attitude, Vestwell and Franklin Templeton aim to give advisors more control over managed retirement accounts. Vestwell, through a partnership with Franklin Templeton, is expanding its own platform to provide a managed retirement account solution. The new features, to be completed and deployed by mid-year, are being designed to give better investment customiza...

Vestwell adding first managed account option to its 401(k) business The managed-account service will stand out in the marketplace because it will be embedded in Vestwell’s technology, rather than located away from a record keeper and within an investment manager’s system, a detail that will help the firm compete on cost January 6, 2021 2 MINS Vestwell is preparing the first managed-account option for its digital 401(k) record-keeping service, a product that uses Frankl...

With Advisor-Focused Robo, Franklin Templeton Enters New Territory The asset manager is launching Tango, a white-label robo combining its IP with parts and components from multiple partners. Franklin Templeton is the latest asset manager to turn to financial planning and automated investing technology in a bid to grow its digital presence. The financial services company has partnered with Apex Clearing, owned by private equity and venture capital firm PEAK6, to launch a white-label �...

Franklin Templeton partners to launch new robo-adviser Tango The platform is designed to enable advisers to execute on two major trends this year: hyper personalization and goal-based wealth management December 15, 2020 Franklin Templeton has tapped Singapore-based wealthtech Bambu, and Apex Clearing to launch a new turnkey robo-adviser, Tango, in an increasingly competitive digital advice space.  The robo-adviser is designed to enable advisers to execute on two major trends this year: hyper p...