Tag: managed accounts

Cerulli found that UMA and SMA programs are poised for robust growth, as the industry moves toward personalization and consolidation.

October Three expands O3 PRIME retirement plan; JPMorgan U.S. Research Enhanced Large-Cap ETF launches; PensionBee adds Roth and contribution capabilities...

According to a preview of its ‘How America Saves’ report, Vanguard found that average account balances increased in 2024 and...

According to a new survey, 70% of plan sponsors would be interested in managed accounts as an opt-in if the...

The head of institutional investor advice at Vanguard shares her predictions for retirement plan trends next year.

OneDigital launches new benefits platform; Transamerica managed advice available for contractors PEP; Gainbridge annuities available to RIAs via RetireOne; and...

The director of benefits at Wayne-Sanderson Farms shares how offering an in-plan managed account service helped its employees older than...

With their ability to provide personalized advice, managed accounts have become a more attractive retirement income solution, but the high...

T. Rowe Price’s five-part framework aims to support plan sponsors’ evaluations of retirement income products.

Plan sponsors may need additional time and processes to consider qualified default investment alternatives, as various TDFs, managed accounts and...

Plan sponsors can access the AllianceBernstein Secure Income Portfolio.

Callan’s annual defined contribution survey highlights trends from 2023 and forecasts for 2024.

Empower is working with asset managers and insurance companies to launch a new lineup of products to convert savings into...

Young 401(k) participants were the most likely to share personal information to help tailor their retirement investments to their needs...

Because target-date funds represent a large and growing share of plan assets, plan sponsors are narrowing their core investment menus,...

The provider says the pace of asset growth is speeding up, nearly tripling from $88 billion a decade ago.

Voya officially launches dual QDIA; MassMutual introduces first sub-advised municipal bond strategy and selects sub-adviser; SEI signs on as trustee...

Nationwide and MassMutual team up on advisory annuities; Integrity launches AI-driven tech for agents and clients; NewEdge debuts investment platform...

Seeking to win market share to its managed accounts, Voya is pursuing dual QDIAs.