Managed accounts have been a defined contribution plan option for more than 20 years. Wilshire Advisors LLC’s November 2023 report, “The Future of DC: Personalized Investing,” noted that the ...

The past few years have seen a number of recordkeepers roll out new “adviser managed accounts,” i.e., managed accounts that include the consulting services of an independent registered investment ...

On Oct. 9, Morningstar Investment Managementheld its first managed accounts symposium forconsultants to explore how managed accounts canhelp provide the personalization that allowsindividuals to ...

An Outcry for Retirement Advice A Plan Sponsor’s Role Filling the Need Underneath the well-documented retirement crisis, another plight is unfolding: a scarcity of accessible, quality retirement ...

NextCapital inked a deal with Prudential, the companies announced today, marking the 10th retirement services company for which the fintech firm provides managed accounts. Prudential Retirement plans ...

At BNY Mellon Pershing’s annual INSITE conference, held virtually this week, the custodian revealed a new multi-custodial managed accounts software for financial advisors and an integration portal for ...

[Will the future of investment portfolios increasingly be built, not on mutual funds and ETFs, but on customized managed accounts? A strong trend has emerged as recent advisor surveys report that 62% ...

Franklin Templeton has been partnering up with several firms on its Goals Optimization Engine, an indication that the company sees much more potential in adviser managed accounts and model portfolios.

Additional customization and personalization to meet participant needs with dynamic Qualified Default Investment Alternative strategy A dynamic QDIA provides flexibility for the plan to offer two ...

Investment managers rely on an array of high-fangled electronic tools to execute the most complex program trading and algorithmic trading strategies. And brokerage firms and banks can pretty much ...