Browsing Tag
iJoin
6 posts
LeafHouse Ramps Up Personalization with New BlackRock, iJoin Collaboration
BlackRock’s LifePath lifecycle investing research and expertise being integrated into LeafHouse’s Automated Personalized Portfolio solution
Managed Accounts Get More Personal in PGIM RetireWell/iJoin Deal
New offering raises bar on personalized advice at scale to help savers reach retirement goals
Corporate Roundup: Ascensus Surpasses $1B in State-IRAs, NEPC Names DC Solutions Lead
Ascensus passes $1 billion in state-facilitated retirement plans, NEPC announces new head of its defined contribution solutions team, and more
Corporate Roundup: Ameritas and iJoin Moves, IRI and UBS Community Projects
Ameritas joins the Retirement Advisor Council, iJoin announces new hire, and IRI and UBS reveal charitable programs
Annexus Retirement Solutions, iJoin Partner on Lifetime Income Solution for TDFs
Deal makes target date funds with ARS’ Lifetime Income Builder more accessible to retirement plan advisors
Personalization and Flexibility Key to Managed Account Tech Success
Technology and cost have traditionally limited the appeal of personalized managed account solutions