30 Apr 2026
Morningstar advances index universe with CRSP rebranding
The Centre for Research in Security Prices (CRSP)’s US equity benchmarks, tracked by major Vanguard funds, will adopt Morningstar names from July.
3h
Sowell Management targets HNIs with in-house wealth unit
The division aims to offer advanced planning and ‘family office lite’ services for households with more than US$5m in net worth.
8h
Vanguard to rename CRSP US Total Market Index
The asset manager said the CRSP US Total Market Index underpinning its largest equity index products will adopt the Morningstar name from July.
29 Apr 2026
Vanguard launches BondBuilder model portfolio suite
The suite is designed to help investors build more structured fixed income portfolios using exchange-traded funds (ETFs).
29 Apr 2026
Zinnia expands Zahara with FIA chassis to accelerate annuity launches
The addition broadens the firm’s annuity product library, offering carriers a scalable, interoperable framework for faster development, testing and distribution.
29 Apr 2026
InspereX partners AuguStar to enter annuity market
The deal will allow financial advisers to access annuity products through InspereX’s distribution network.
29 Apr 2026
GraniteShares launches two income focused ETFs
The funds aim to give investors income exposure linked to equities and digital assets.
29 Apr 2026
Manulife lists ETFs with equity, fixed income exposure on TSX
The three portfolios are designed to provide diversified exposure across equity and fixed income markets through an actively managed asset allocation approach.
29 Apr 2026
Worth Charting launches short term options income ETF
The exchange-traded fund (ETF), trading on NYSE Arca, sells short term, out of the money options after sharp price moves, seeking to benefit from stabilising markets as volatility subsides.
29 Apr 2026
Waverly expands domestic footprint with TruWealth acquisition
The transaction establishes Waverly’s presence in the southern US and builds on its earlier successful acquisitions.
29 Apr 2026
Teucrium and xETFs team-up to launch leveraged BNB ETF
The companies noted that FalconX Bravo, a Commodity Futures Trading Commission (CFTC)-registered swap dealer, will act as a swap-based liquidity provider to the exchange-traded fund (ETF).
28 Apr 2026
Thrive Plus FIA reintroduces Barclays custom play in US annuities market
A new fixed indexed annuity has been introduced featuring a the Barclays Fortune volatility control index for the second time in the US annuities space.