StreetInsider.com News Articles

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

NEWPORT BEACH, Calif.--(BUSINESS WIRE)-- Pacific Life, a leading provider of innovative insurance and annuity solutions, announced today the launch of Income Horizon™, a retirement income-focused collective investment trust (CIT) series designed to help defined contribution (DC) plan participants accumulate guaranteed lifetime income during their retirement savings journey. The series is enabled through Matrix Trust Company, which provides the CIT structure and serves as the discretionary trustee, and is a subsidiary of global technology leader, Broadridge

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Pacific Life Launches Income Horizon™ Collective Investment Trust Series, Transforming Lifetime Income into an Asset Class

Thu, 18 Jun 2026 10:00:00 -0400

Trusteed by Matrix Trust Company, a Broadridge company, the series enables participants to build guaranteed lifetime income inside the plan before retirement.

Broadridge and Fispoke team up to offer lending tools to RIAs

Wed, 17 Jun 2026 11:58:11 -0400

Broadridge Financial Solutions (NYSE: BR) and Fispoke Inc. have announced a collaboration to bring lending and private banking capabilities to independent wealth management firms, including registered investment advisors, broker-dealers, and wealth platforms.

The arrangement combines Broadridge's securities-based lending infrastructure with Fispoke's advisor-facing digital platform. Clients will access the services through Fispoke's white-labeled platform, powered by Broadridge's lending infrastructure, without requiring a change in custodian.

The collaboration aims to give independent advisory firms access to lending and liquidity tools that have traditionally been available primarily at wirehouses and private banks. The integrated offering is designed to connect investments, cash, and credit within a

Broadridge and Fispoke team up to offer lending tools to RIAs

Wed, 17 Jun 2026 11:58:11 -0400

Broadridge and Fispoke Announce Strategic Collaboration to Bring Private Banking and Lending Capabilities to Independent Wealth Firms

Wed, 17 Jun 2026 11:58:00 -0400

New lending and liquidity tools for Independent Financial Advisory firms to compete with wirehouses and private banks

NEW YORK--(BUSINESS WIRE)-- Fispoke Inc., a private banking and lending platform built for the independent wealth market, today announced a strategic collaboration with Broadridge Financial Solutions, Inc. (NYSE: BR) to expand access to lending and private banking capabilities for RIAs, independent advisors, broker-dealers, and wealth platforms. By combining Broadridge's securities-based lending infrastructure with Fispoke's advisor-facing digital experience and distribution across the independent channel, the collaboration will help wealth firms deliver integrated lending and

Broadridge and Fispoke Announce Strategic Collaboration to Bring Private Banking and Lending Capabilities to Independent Wealth Firms

Wed, 17 Jun 2026 11:58:00 -0400

New lending and liquidity tools for Independent Financial Advisory firms to compete with wirehouses and private banks

Broadridge and Fispoke Announce Strategic Collaboration to Bring Private Banking and Lending Capabilities to Independent Wealth Firms

Wed, 17 Jun 2026 11:58:00 -0400

New lending and liquidity tools for Independent Financial Advisory firms to compete with wirehouses and private banks