According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a...
Nationwide Financial Services, Inc. has expanded its retirement plan offerings with a new product “designed by and for retirement plan specialist advisors.”
PNC Institutional Investments has expanded its relationship with Morningstar Associates to offer managed accounts in its defined contribution (DC) platform.
A new report finds that a shift toward equity funds benefited all wrap platform types in the first quarter, but that discretionary “rep-as-portfolio manager” programs enjoyed the fastest...
National Advisors Trust Company has added Envestnet UMA – a customizable unified managed account solution – to its platform for registered investment advisers (RIAs).
Cerulli Associates' latest managed accounts-focused research indicates mutual fund advisory programs (MFA) will experience slower growth in the coming years.
Raymond James Asset Management Services and RiverFront Investment Group announced four model portfolios on the Raymond James Freedom Unified Managed Account platform.
Managed accounts software provider Peridrome found an expected increase in the adoption of models-based distribution and newer products in a recent survey.