Tag: Managed accounts

Morningstar is the latest entrant to tout a direct indexing option for financial advisers, allowing them to invest directly in...

They began with broad adoption at large accounts, and smaller employers are increasingly considering them as a solution for their...

The complaint has alleged fiduciary breach under the Investment Advisers Act. 

Direct indexing is driving growth in personalized account management for tax advantages, value-driven investing. 

How recordkeepers partner with advisers on managed accounts, retirement income and financial wellness.

The proposed class action lawsuit challenges excessive managed account fees and the retention of Financial Engines, the managed account service...

The 2022 PLANADVISER Practice Progress Webinar Series continues August 16 with a timely session on collective investment trusts and other...

Experts discussed their views on managed accounts, including those concerning hurdles to greater adoption and how firms can make them...

Wilshire brings to market third-gen factor index series and Northern Trust Front Office Solutions enhances liquidity management solutions for asset...

DWS releases climate-focused Xtrackers ETF.

Schwab Asset Management reduces fees on 10 funds; LeafHouse Financial Services announces new DCIO service; and Russell Investments expands personalized...

MSCI launches next generation of equity factor models, while Robeco launches quant credit strategy focused on SDGs and climate.

Nationwide adds two new death benefit features; Putnam Investments to launch five new investment strategies; and Broadridge launches multi-account collective...

Vontobel expands retirement plan offerings; Brooklyn Investment Group and Apex to launch A.I.-powered unified managed account platform; BlackRock updates multifactor...

Putnam Investments to develop suite of sustainable retirement target-date funds; PGIM Investments expands actively managed fixed income ETF lineup; Nationwide...

Pacific Life announces collaboration with Wespath and WTW on qualifying longevity annuity contract option; Principal Global Investors launches active real...

Alquity and Spouting Rock to launch new U.S. ESG investing platform; State Street Global Advisors launches new ETF; Northern Trust...

AssetMark announces values-driven investment program and inaugural ESG report; Dimensional lists three new emerging markets equity ETFs; Allspring Global Investments...

WisdomTree launches portfolio and growth solutions; Truelytics and BlackRock partner to bring data and analytics to advisers.