Investment Product and Service Launches
US SIF Launches Money Manager-Focused Guide, and Wells Fargo Updates Personalized Solution.
Tag: Managed accounts
Investment Product and Service Launches
Lincoln Financial Creates Personalized Target-Date Portfolios; Aon Hewitt-Managed Pooled Funds Claim Compliance with GIPS; Broadridge Financial Increases Data and Analytics Team; and more.
Investment-Oriented
Managed Accounts’ Value
The option uses investors’ information, to better meet their needs
Intro
Best Interest in Mind
Plan sponsors are likely to ensure that advisers are keeping participants' best interests in mind when recommending rollovers, even though the fiduciary rule has been vacated.
PSNC 2018: Investment Lineup Design and Construction Can Safeguard Retirement Savings
Panelists discussed numerous investment options that can push additional retirement savings.
PSNC 2018: Asset Allocation Comprehension for Plan Sponsors and Participants
The panel focused on current asset allocation trends, and then shifted to what plan sponsors and participants need to know about these investment products.
Investment Products and Services Launches
Franklin Templeton Expands ETF Lineup with Three Additional Funds; Hartford Funds Launches Short-Duration ETF; First Trust Launches Actively Managed ETF; and more.
Are Managed Accounts Better for Participants Than TDFs?
Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more...
Measuring Managed Account Performance Is Part Art, Part Science
A new analysis out from Empower Retirement finds historical investment performance does not serve as an optimal overall measure of value delivered by a managed account; there is...
Using Data to Determine the Best QDIA for Your Clients
A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit...
Retirement Income, Managed Accounts and ‘Shadow Fiduciaries’
New Cerulli research shows the most common reason for which 401(k) plan sponsors offer participants a managed account service is that it can be positioned as a retirement...
Fiduciary Concerns When Considering Managed Accounts
Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product?
Employers Should Shift Perception of Managed Accounts
Research from Cerulli Associates finds plan sponsors must position managed accounts as a service, in order to change its costly product reputation.
White Paper Suggests Areas of Focus for DC Plan Sponsors in 2018
A Mercer white paper says defined contribution plan sponsors should focus on ensuring sound plan management and establishing success measures, among other things.
Investment Products and Services Launches
Swerdlin & Company Integrates Stadion Storyline; Vanguard Offers First U.S. Actively Managed ETF Suite; and AAM Enters U.S. ETF Market with New Dividend Funds; and more.
Less Than 6 in 10 Gen X and Gen Y Millionaires Work With an Adviser
But among the 58% of these investors who do, expectations run high.
PANC2017: Improving Plan Design for Retiring Participants
Participants age 50 and older need more personalized advice, advisers say.
trendspotting
Benchmarking Managed Accounts
Some experts say they should be measured against individuals' goals
Many Advisory Firms Centralizing Portfolio Construction
They are finding this results in better performance and reduced litigation risk.
Morningstar and Prudential Deny Racketeering Claims
The complaint suggests the companies engaged in “Tammany-like” collusion to steer assets into more favorable investments; both providers have issued strong denials and requests for summary judgement.