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Product and Service Launches | PLANSPONSOR

Voya adds bereavement, NQDC benefit services; Fidelity Investments bolsters financial education; BNY Mellon’s Pershing taps fintech provider to assist annuity process; and more.

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Luma forges annuity management alliance with Pershing

Luma's partnership with Pershing will unlock educational resources, analytics, and tools to help advisors manage annuity sales on the platform.

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Luma Financial Technologies Announces a Collaboration with BNY Mellon s Pershing to Provide Next-Level Annuity Management Solutions | Region

CINCINNATI (BUSINESS WIRE) Apr 2, 2024

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Steward Partners: No Two Advisors Are The Same

Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.

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Kinecta Federal Credit Union brings wealthtech to members

Kinecta Federal Credit Union brings wealthtech to members
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