Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be able to afford an individual adviser. Many plan advisers and their clients ...

NextCapital inked a deal with Prudential, the companies announced today, marking the 10th retirement services company for which the fintech firm provides managed accounts. Prudential Retirement plans ...

Vestwell is preparing the first managed-account option for its digital 401(k) record-keeping service, a product that uses Franklin Templeton’s Goals Optimization Engine, the companies announced ...

Managed accounts have been an option in defined contribution plans for more than two decades, but with limited adoption and engagement, many think they are not being realized to their true potential.

Retirement plan advisers are adopting the latest variety of managed-account platforms as their new best friend. Because the new platforms allow them to build their own participant portfolios — rather ...

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Empower Retirement today announced a new means of delivering customized advisory services to workers saving for retirement through close collaboration with ...

Record keepers are racing to roll out adviser managed accounts in a bid to satisfy registered investment adviser firms clamoring to make the accounts available to their plan sponsor clients. Voya ...

Additional customization and personalization to meet participant needs with dynamic Qualified Default Investment Alternative strategy A dynamic QDIA provides flexibility for the plan to offer two ...

Morningstar Investment Management and asset manager Dimensional Fund Advisors are launching an automated managed accounts service for financial advisors and RIAs, to bring customizable planning and ...

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial Group (NYSE: LNC) today announced it has added an Advisor Managed Accounts service, which gives a retirement plan’s registered investment advisor (RIA) ...