Tag: Managed Accounts & QDIAs

The fourth story in this PLANADVISER In-Depth series considers how the rise of CITs and passive options have changed retirement...

The specialist group will work to increase managed account participant usage and distribution across Voya platforms.

Representatives from Fidelity, Vanguard, Empower and Principal discuss their proprietary and partnered managed account offerings and growth.

iJoin’s CEO discusses the evolution and current state of managed accounts.

SEI signs on as trustee to Pictet collective investment trusts; Voya officially launches dual QDIA; and Standard Insurance Company bolsters...

Yaqub Ahmed and Steven McKay, once competitors in the marketplace, will now seek to meet the AUM goal for Franklin's...

Customization will be focused on target-date funds combined with managed accounts, with other options still emerging, according to a new...

The third quarter also saw increases in withdrawals and loans as participants managed expenses amid inflation and higher borrowing costs.

Top plan advisers stressed the importance of working with participants beyond just the retirement plan.

Fiduciary Decisions explains its process for comparing personalized managed accounts to options such as target date funds.

Recordkeeper's CEO notes potential for managed accounts and other participant offerings to grow on Prudential retirement migration.

The asset manager’s CEO noted the importance of the TDF in retirement savings and a recent ETF-driven series designed for...

The firm’s RIA benchmarking survey revealed a drop in new client assets and identified an opportunity to be more ‘proactive’...

The managed accounts service will be powered by fintech IRALogix and is aimed at IRA holders without an adviser.

The low-cost investment vehicle has come to dominate retirement plan savings, but industry voices are calling for more personalization.