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 ...

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 ...

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.

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 ...

When a federal trial court dismissed Hanigan v. Bechtel Global Corp. earlier this year, it sent a favorable message to advisors, record keepers and providers who are working together to bring managed ...

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 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 ...

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 ...

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 ...

If you’re looking for expert guidance to navigate market volatility and achieve your long-term financial goals, a managed investment account can offer personalized portfolio management by experienced ...

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial Group (NYSE:LNC) today announced it is building on the personalized investment programs offered through Morningstar Investment Management’s advisor ...