Broadcast Retirement Network Managed Accounts Interview Jeffrey Snyder and Matthew Condos discuss managed accounts in retirement planning. The conversation focuses on the importance of personalization ...

A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them. Managed accounts appear to work well for participants who use them, but may ...

Managed accounts have been a defined contribution plan option for more than 20 years. Wilshire Advisors LLC’s November 2023 report, “The Future of DC: Personalized Investing,” noted that the ...

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 ...

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 ...

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers ...

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 ...

More employers are adding managed accounts to their workplace retirement plans despite what industry experts say is ambivalence about these products. While employers are looking to help workers ...

In the last year alone, interest in using managed accounts increased sharply at the expense of direct equities and managed funds. We believe this growth is set to continue, with advisers expecting a ...