Data and Research | August 26th, 2026 Morningstar: Managed Accounts Associated With Larger Contributions Research found managed-account users contribute 1.2 to 2.3 percentage points more than non-users across age groups.
Deals and People | August 26th, 2026 Rival Companies LLC Acquires Smart USA in Management Buyout Smart USA CEO Duane Bernt will continue to lead Smart’s U.S. entities, including primary operating company Stadion Money Management.
Investing | January 14th, 2026 Managed Accounts Boost Median Lifetime Wealth Ratios by 7.7% The outcomes were most pronounced among early adopters, according to research from Morningstar.
Data and Research | July 25th, 2025 Morningstar Makes Its Case for Managed Accounts The firm reported its service increased participants’ saving rates, especially among those who were not on track for retirement.
Products | July 19th, 2018 Investment Product and Service Launches Northern Trust Creates Private Equity and Hedge Fund Service Group; Impax Introduces ESG-Focused Fund; OneAmerica to Offer Russell Investments Managed...