Envestnet Plans $1B R&D Spend Over 5 Years
The company’s goals include improving its managed account infrastructure and increasing access to investing in alternatives.
Tag: managed accounts
SEC Fines Vanguard and Empower More Than $25M for Adviser Compensation Disclosure Failures
The two companies allegedly provided misleading statements and failed to disclose conflicts to retail and retirement plan investors, according to...
Morningstar Finds Managed Accounts Help ‘Off-Track’ Participants Most
Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were...
LeafHouse, Capital Group Introduce Personalized Target-Date Service
Target Date Plus, powered by LeafHouse, uses up to 10 participant data points to customize portfolios for each participant.
Do Private Markets Present a Lucrative Opportunity ‘Fraught With Peril’?
Jerry Schlichter says fiduciaries’ responsibilities have been complicated by provider desires to make private market investments available via 401(k) plan...
What’s Next for Managed Accounts?
Technological evolutions could help the personalized options become more efficient—and more popular.
Could Managed Accounts Replace TDFs as Plan QDIAs?
Despite target-date funds’ ubiquity, there are selected use cases for managed accounts as qualified default investment alternatives.
Industry Access to Managed Account Platforms
Availability for participants is determined by recordkeeper partnerships
Bringing Advice to the Masses
When offered, managed accounts can provide a full financial planning experience—from accumulation through retirement.