Managed Accounts Show Mass Potential, Need Better Benchmarking
Plan sponsors want personalized advice for participants, but many may need clearer guidance to implement managed accounts, according to new...
Tag: Managed Accounts & QDIAs
Recordkeepers: We’re Investing to Reach Participants ‘At Scale’
Recordkeepers speaking at a LeafHouse Financial conference discussed meeting participant needs with a combination of technology and human interaction.
Personalizing DC Investing Grows Thanks to Data, Coordination, Panelists Say
Advancements in managed accounts have driven down fees, complexities and poor user experiences to improve customized retirement savings, according to...
Managed Account Sponsors Believe Advisers Can Better Use Offerings, Cerulli Reports
The consulting firm's latest survey revealed that managed account sponsors have significant concerns about plan advisers’ ability to optimize portfolio...
Savant Wealth Joins Pontera’s 401(k) Management Platform
COO of $20B investment advisory sees ‘enormous’ market for managing client assets within 401(k) plans.
Managed Accounts’ Default Use Limited by Litigation Fears, Fees
Plan advisers continue to pick TDFs in retirement plans, rather than more personalized managed accounts, in part due to legal...
Understanding Plan Fees, With Help from NAGDCA
A recently published fee guide can help plan sponsors navigate different recordkeeping, advisory and asset management options.
Future Capital Inks Deal With Puerto Rico’s Banco Popular
Advisers and plan sponsors working with Banco Popular will have access to Future Capital’s 401(k) managed accounts and personalized savings...
AI Is Reshaping Financial Wellness, but Can It Improve Retirement Savings?
Generative AI is already impacting financial wellness tools, but in coming years, it’s likely to have a greater role in...
Investors Nearing Retirement Seek Strong Support and Brand Familiarity, Cerulli Reports
Latest research found 45% of investors prefer an adviser affiliated with a national firm when they are nearing retirement.
ADP, Morningstar Launch Managed Accounts for Small Business 401(k)s
Payroll provider and investment manager cite goal of providing personalized retirement portfolio guidance to underserved small-employer market.
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...
Smaller Plan Sponsors More Likely to Default to TDF that Moves to Managed Accounts
A hybrid QDIA solution that transfers participants from a TDF into a managed account can be a hard sell, say...
Managed Account Sponsors Shifting Advisers off Portfolio Management, According to Cerulli
Recent surveying shows more managed account sponsors are moving advisers to focus on clients, relying on home office or outsourced...
Pontera CEO: Advisers Agnostic as to Where Retirement Assets Sit
The fintech firm connecting advisers to 401(k) account management announced another in a string of partnerships Thursday with Founders Financial,...
The PLANADVISER Interview: Jay Jumper, CEO, Future Capital
The head of a retirement plan advice and managed account provider discusses the ‘race to the participant’ and why some...
Recordkeeper “House” Investment Options Worth a Look, But Carefully, Advisers Say
Proprietary recordkeeper fund options can be worth the fee reduction in investment plans, but they must be looked at carefully,...
Franklin Buys Managed Accounts Firm to Expand Adviser SMA Offerings
The investment manager’s purchase of volScout will add to its managed investment strategies for advisers working with institutional clients and...
Voya Launches Advisory Services Solution
The new program includes online investment advice, as well as managed accounts.
Managed Accounts vs. TDFs: Is the MA Cost to Participants Worth It?
Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts.