Cerulli Finds Growing Dominance in Fee-Based Advisory Programs
The rise of managed accounts and increase in holistic financial advice is driving the trend.
Tag: Managed accounts
Stout Discusses Draw of National Role at Prime Capital Financial
Plan adviser Jania Stout explained her transition to head Prime Capital’s retirement and wellness divisions, where her boss said she...
LeafHouse Expands Personalized Retirement Portfolios in Partnership With BlackRock
The Automated Personalized Portfolio program from LeafHouse will integrate BlackRock’s glide path investment strategy with iJoin’s participant platform.
DC Plan Experts See Slow, Steady Progress in Plan Personalization
Solutions such as managed accounts and custom TDFs are evolving, but challenges to uptake remain, according to industry players.
PGIM, iJoin Partner on Managed Account Distribution
PGIM’s managed account solution will soon be an option on iJoin-enabled recordkeeping platforms.
T. Rowe’s TDF Team Launches Personalized Offering
The asset manager offers a managed account-like investment option built on its target-date-fund strategies.
NEPC Looks at ROI of Managed Account Savings Advice
In a new white paper, the consultancy walks through the benefit versus cost of personalized savings advice from defined contribution...
Vanguard: Roth 401(k) Savings Show Steady Growth
Vanguard’s annual America Saves report shows an uptick of Roth 401(k) use both in terms of availability and participant use.
Strategic Retirement Partners Launching PEP With Alerus
The advisory’s second pooled employer plan will include a default iJoin managed account and has plans for a TIAA/Nuveen retirement...
Vetting of QDIAs Is Crucial as Options Proliferate
Fiduciaries must have a strong process to determine the best qualified default investment alternative for their plan’s participants, said a panel at...
EFE Finds Increased Participant Inputs to Managed Accounts
The managed account provider says analysis reveals personal data inputs doubled over the past decade.
Voya Adds Non-Core Fund Investing to Adviser Managed Accounts
Advisers can include out-of-plan investment assets such CITs and alternative funds for 401(k) participant account holders.
Lawsuit Against TIAA Over Managed Account Service Moves Forward
TIAA’s request was denied to dismiss a lawsuit brought against the insurance company for allegedly pushing for participants to use...
Do Managed Accounts Need a Rebrand?
A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them.
Edelman Financial Continues Wealth Management Push with First Deal of 2024
The leading 401(k) managed account provider continues to build out its wealth planning footprint with acquisition of $453 million Soundmark.
LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF
Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options.
The Standard Adds Personalized Managed Account Solution
The offering comes via partnership with Stadion Money Management and includes the option of an adviser-managed account setup.
401(k) World: DCIO Managers Adjust to Fee Pressures
The fourth story in this PLANADVISER In-Depth series considers how the rise of CITs and passive options have changed retirement...
Voya Creates Team Focused on Managed Accounts
The specialist group will work to increase managed account participant usage and distribution across Voya platforms.
Recordkeepers Are Leaning In on Managed Account Offerings
Representatives from Fidelity, Vanguard, Empower and Principal discuss their proprietary and partnered managed account offerings and growth.