EFE Sees Managed Account Assets Hit $210B
The managed account provider for 45% of the market also notes improved user engagement.
Tag: Managed accounts
Managed Accounts: Past & Present
The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?
Are Managed Accounts Good for Less Wealthy Retirees?
Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be...
Managed Accounts, By the Numbers
PLANSPONSOR’s latest plan sponsor research reveals how managed accounts are being used—or not—on the ground.
Franklin Retirement Heads Aim to Double AUM
Yaqub Ahmed and Steven McKay, once competitors in the marketplace, will now seek to meet the AUM goal for Franklin's...
Client Retention Today
401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules.
PLANADVISER Practice Progress Series: Participants
Top plan advisers stressed the importance of working with participants beyond just the retirement plan.
Looking to Benchmark Managed Accounts? This Firm Has a Report for That
Fiduciary Decisions explains its process for comparing personalized managed accounts to options such as target date funds.
Empower’s TDF-to-Managed-Account Offering Clocks $21B in Assets
Recordkeeper's CEO notes potential for managed accounts and other participant offerings to grow on Prudential retirement migration.
BlackRock’s Fink Marks 30-Years of TDFs
The asset manager’s CEO noted the importance of the TDF in retirement savings and a recent ETF-driven series designed for...
RIAs Already Spread Thin, Even as Clients Want More Services, Fidelity Finds
The firm’s RIA benchmarking survey revealed a drop in new client assets and identified an opportunity to be more ‘proactive’...
Morningstar, Envestnet Partner on Personalized IRAs Targeting All Balance Sizes
The managed accounts service will be powered by fintech IRALogix and is aimed at IRA holders without an adviser.
Vanguard Target Date Retirement Fund Series Turns 20
The low-cost investment vehicle has come to dominate retirement plan savings, but industry voices are calling for more personalization.
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...
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...
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...
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...