Wednesday, May 10th, 2023 A topical newsletter from PLANADVISER Managed Accounts and Participant Advice With market volatility, inflation, and talk of recession continuing in 2023, participant advice and investment guidance is as important as ever. Below are recent PLANADVISER stories covering trends in managed accounts and participant advice. SPONSORED AD PRACTICE MANAGEMENT In-Person Client Meetings Return as Pandemic Dims, Volatility Remains A recent survey shows that advisers are doing more in-person meetings amid overall increased client touchpoints. PRACTICE MANAGEMENT A Three-Step Plan for Employers to Encourage Financial Wellness For National Financial Capability Month, the head of retirement services at Corebridge Financial suggests understanding, engaging and taking action to help improve financial wellness. PRODUCTS Managed Accounts vs. TDFs: Is the MA Cost to Participants Worth It? Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts. PRACTICE MANAGEMENT Strategies for Advisers to Approach Financial Literacy With Younger Workers In honor of National Financial Literacy Month, PLANADVISER spoke with experts on how advisers can customize goals to fit the needs of younger workers. PRODUCTS Voya Launches Advisory Services Solution The new program includes online investment advice, as well as managed accounts. DEALS & PEOPLE Franklin Buys Managed Accounts Firm to Expand Adviser SMA Offerings The investment manager’s purchase of volScout will add to its managed investment strategies for advisers working with institutional clients and high-net-worth investors. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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