As more employers are adding managed accounts to their retirement plans, there is a growing interest in also using them as a Qualified Default Investment Alternative (QDIA). 1 They offer personalized ...

At BNY Mellon Pershing’s annual INSITE conference, held virtually this week, the custodian revealed a new multi-custodial managed accounts software for financial advisors and an integration portal for ...

The Institute of Managed Account Professionals’ (IMAP) Advice in Action 2024 conference unpacked how advisers could reach scalability as current operating costs climb higher. Speaking at the event, ...

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 ...

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Empower Retirement and plan advisors who work together to deliver managed accounts to plan sponsors and their employees have reached a key milestone.

WINDSOR, Conn., Nov. 2, 2020 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that SS&C Retirement Solutions has added ProNvest, an industry-leading managed account ...

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 ...

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 ...

At a recent TPSU training program, Fisher Investment’s Jonathan Dues made the case for managed accounts. One plan sponsor asked why she needed it, as her retirement plan advisor provided guidance to ...

An Outcry for Retirement Advice A Plan Sponsor’s Role Filling the Need Underneath the well-documented retirement crisis, another plight is unfolding: a scarcity of accessible, quality retirement ...