EFE Finds Increased Participant Inputs to Managed Accounts
The managed account provider says analysis reveals personal data inputs doubled over the past decade.
Tag: hybrid QDIA
Voya Creates Team Focused on Managed Accounts
The specialist group will work to increase managed account participant usage and distribution across Voya platforms.
Investment Product and Service Launches
Nationwide and MassMutual team up on advisory annuities; Integrity launches AI-driven tech for agents and clients; NewEdge debuts investment platform...
Investment Product Launches
Xtrackers by DWS announces a new ETF; Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; and more.
Talking Digital Advice Trends With Morningstar and DFA
Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is...
Plan Sponsors Have Questions About Dynamic Default Investments
Progressive plan design features take time to catch on, including the emerging “hybrid QDIA” approach that pairs TDFs and managed accounts; experts say plan sponsors are interested, but...
Investment-Oriented
A QDIA in Transition
Participants are moved to a managed account as they draw close to retirement
Intro
Par Excellence
Celebrating the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners