PGIM, iJoin Partner on Managed Account Distribution
PGIM’s managed account solution will soon be an option on iJoin-enabled recordkeeping platforms.
Tag: personalization
T. Rowe’s TDF Team Launches Personalized Offering
The asset manager offers a managed account-like investment option built on its target-date-fund strategies.
Vanguard to Lower Asset Minimum for Digital Adviser Access
The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.
The Standard Adds Personalized Managed Account Solution
The offering comes via partnership with Stadion Money Management and includes the option of an adviser-managed account setup.
Voya Creates Team Focused on Managed Accounts
The specialist group will work to increase managed account participant usage and distribution across Voya platforms.
Personalized Financial Outreach Wins More Clients, per Broadridge
The company’s general manager, Kevin Darlington, explains how personalized messages—sometimes aided by AI—produce proven results for investor engagement.
Recordkeepers Are Leaning In on Managed Account Offerings
Representatives from Fidelity, Vanguard, Empower and Principal discuss their proprietary and partnered managed account offerings and growth.
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...
T. Rowe Price Announces Retirement Strategy Team
The investment manager and retirement recordkeeper made the announcement as it highlights retirement saving trends, including personalization and diversification.
Envestnet Expects Financial Advisers to Expand Further Into 401(k) Plan Business
The firm also predicts rising demand for end-to-end technology solutions and personalized services.
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.
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.
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.
Marketer Snappy Kraken, Morningstar Launch Adviser Tool for Personalized Content
The Snappy Kraken Morningstar Wealth Edition gives advisers access to Morningstar research to share with clients.