Tag: Managed accounts

This week’s investment product launches include an expanded fund lineup from Guardian Retirement Solutions and a multi-asset growth fund from Oppenheimer. 

Twenty-six percent of 401(k) assets are now in model portfolios and TDFs.

Managed accounts let participants seek and receive professional investment guidance without requiring hands-on management.

These separately managed investment accounts are built around each participant’s asset profile and individual circumstances.

With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.

Plan advisers seeking to help participants make suitable investment decisions and execute those decisions efficiently over time often turn to automated solutions.

Financial research and analytics firm Cerulli Associates finds managed account programs are more resistant to fee compression than other commonly used qualified default investment alternatives.

The current average 401(k) participant deferral rate is 7.2%, and that is simply not high enough, according to Joe Ready, director of Institutional Retirement and Trust at Wells...

The biggest challenge for retirement plans offering managed account services to participants is creating simplicity out of increasing complexity, says Cerulli Associates.

Cetera Financial Group introduced the Advanced Planning Group, a specialist support team equipping the firm's top advisers with advanced legal, tax, accounting and insurance resources.

There’s no shortage of discussion in the retirement plan advisory business about the disruptive power of technology, and how business models may transform in the years ahead.

With the coming wave of retiring Baby Boomers, we’re reminded that investor demand for income will remain strong.

The role of financial advisers in the portfolio construction and management process is a topic of ongoing debate, says financial research firm Cerulli Associates.

Software developer NextCapital Group says it is building digital portfolio management and advice delivery tools that have the potential to reshape the defined contribution (DC) retirement plan industry.

Plan participants increasingly realize they are responsible for generating their own retirement income, but many still pass over investment advice offerings, a survey from Schwab Retirement Plan Services...

The ModelTool(k)it from Matrix Financial Solutions helps advisers manage portfolio models of recommended mutual funds and ETFs in 401(k) plans. 

GRQ Investment Management alleges in a new lawsuit that Financial Engines, Inc. and its subsidiary advisory firm, violated two patents related to digital investment advice and managed accounts.

Interest in specific investment outcomes is likely to drive continued institutional exchange-traded fund (ETF) adoption, according to Cerulli Associates.

A lack of information and consistent standards makes it difficult for 401(k) plan sponsors to gauge whether managed account services truly benefit participants, says a new report.

Target-date funds (TDFs) are an important tool for workplace retirement investors, says Steven Anderson, of Schwab Retirement Plan Services, but more efficient methods of delegated lifecycle investing are...