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Investment Product and Service Launches

Morningstar debuts personalized investment planning tool; eMoney Advisor has tax-planning solution incorporating SECURE 2.0 changes; Morgan Stanley Investment Management launches ESG-driven ETF fund platform; and more.

United statesJohan grahnKris spazafumoRoth conversionaccessibleJosh belfioreTed eliopoulosMorgan stanleyCalvert researchMoney advisorDecision centerCapital groupAmerican fundMorningstar incInvestment planning experienceGroup releasesPassive model

Capital Group launches 12 new active-passive model portfolios

/PRNewswire/ Capital Group, home of American Funds, has launched 12 active-passive model portfolios featuring Capital Group as the strategist. The models.

United statesKris spazafumoTheresa donisSarah christiansenCapital group companies incCapital groupPrnewswire capital groupAmerican funds distributors incAmerican fundAmerican fundsGroup active passive growthGroup active passive moderate growthGroup active passive conservative growthGroup active passive conservative incomeGroup active passive retirement income modelCapital group companies

Capital Group, Vanguard partner with exclusive models for Morgan Stanley

Model portfolios gaining steam in wirehouse channel as advisors look to focus on higher levels of client service.

New zealand generalNew zealandUnited statesMerrill lynchKris spazafumoLaura bulmanBrian rosevearAdvisory portfolio solutionsConsulting group for morgan stanley wealth managementMorgan stanleyWellington management companyFranklin templetonCapital groupAmerican fundsManaged advisory portfolio solutionsConsulting group

Vanguard, American Funds double down on model portfolio partnership

Capital Group and Vanguard Group have partnered to offer 10 active-passive model portfolio strategies for Morgan Stanley’s platform.

United statesDaniel wienerTodd rosenbluthAmma boatengKris spazafumoMorgan stanleyMerrill lynchVanguard financial advisor servicesVanguard groupCapital groupAmerican fundsAdviser investments

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