Data Points
Managed Accounts
Plans with managed accounts that work with an adviser have higher balances
Reported by Lee Barney
To access this premium content, please sign up for a free account!
You Might Also Like:
LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF
Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options.
The Standard Adds Personalized Managed Account Solution
The offering comes via partnership with Stadion Money Management and includes the option of an adviser-managed account setup.
Nuts & Bolts: Fiduciary Basics
What new advisers need to know about being a fiduciary, which can be plan trustees, plan administrators or members of...