Personalized Participant Investment Experience and Data Integration Are Top Priorities for Advisers
Advisers prefer managed accounts as a retirement income solution, a PIMCO survey shows.
Tag: managed account
Practice Management
Data & Research
Risks and Rewards of Managed Accounts
Managed account solutions may present opportunities for wealth management firms to grow assets and revenues, but they also carry risks that must be effectively managed.
DCIO Service Providers Report Significant Momentum
As they head into 2022, DCIO sales and marketing units report appreciating stock prices and improved net sells that they expect to continue.
Products
Products
Products
A Managed Account Q&A With LeafHouse and iJoin
The firms, which collaborated to launch a new adviser managed account solution, say the retirement plan industry has both the capability and the obligation to close the workplace retirement savings coverage gap.
BofA Rolls Out Personal Retirement Strategy
Designed for institutional and corporate retirement plan clients, PRS delivers personalized insights, guidance and tools.
Resources Investment Advisors Partners With NextCapital on Workplace Managed Advice
Resources continues to expand its proprietary advice solution across multiple recordkeeping platforms.
Regulatory & compliance | investments
Investing
Products
Products
How 3(38) Advising Profits Clients
Investment management turns up inefficiencies, takes on some risk, and more.
Bank of America to Launch Managed Account Service for Retirement Plans
This is the first time it is pairing a managed account and retirement planning solution from its chief investment office.
Nationwide Extends Fee Waiver for New Business
The firm is also offering a 90-day trial period of its managed account solution to retirement plan participants.
American Trust Retirement Adds iJoin to its Platform
It will soon offer the personalized managed account platform to participants.
Investing
Data & Research
Data & Research
Data & Research
Client Service
PANC 2019: Unlocking the Retirement Income Dilemma
Sponsors are beginning to be willing to adapt their plans to accommodate retirees' lifetime income needs.
Nearly Half of Vanguard Plans Use Automatic Enrollment
At year-end 2018, 66% of new plan entrants were enrolled via automatic enrollment.
Investment Support for Participants on the Rise
Employers are offering this assistance in a variety of ways, including managed accounts, target-date funds and investment advice, according to PSCA.
DC Plan Sponsors Seek to Keep Assets in Their Plans
Notably, more than 60% of employers want to keep retirees in their plan, and they are looking to change their targeted communications to inspire action, Alight Solutions found.
Mercer Lays Out Goals for DC Plans for 2019
They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.
Practice Development
Products
Client Service
Data & Research
Products
Retirement Income Options
Why advisers should offer solutions to their plan sponsor clients
Pershing Offers Turnkey Managed Account Solution for RIAs
Managed360 features a diverse set of investment options.
Another Survey Finds Saving for Retirement Is Employees’ Top Financial Concern
Monthly expenses are their second concern, The Standard found in a survey.
Preparing Participants for Retirement Is Sponsors’ Top Concern
To help employees achieve their savings goals, 82% of sponsors are making changes to plan design, and 83% are updating their investment menus.
Fidelity Debuts Personalized Planning and Advice Solution
According to Fidelity, the enhanced managed account solution combines a personalized digital experience, discretionary investment management, ongoing support and access to a team of professional planning consultants.