Tag: Managed Accounts & QDIAs

Incapital and Nuveen Asset Management unveiled a new equity unity trust built around Bob Doll’s 2014 market predictions.

CoPiloted, a Boston- and Seattle-based startup, wants to help workers grow 401(k) and individual retirement account (IRA) assets through a new managed account solution.

Research from the Employee Benefit Research Institute (EBRI) reveals that more employees are preserving their retirement savings as they change jobs.

Fidelity Investments says the average balance of its 401(k) plan accounts rose to a record high of $84,300 at the end of the third quarter.

Fidelity Investments said it would readjust glide paths and asset-allocation strategies for its Freedom Fund product line in an attempt to improve...

Within the next few years, more than half of 401(k) participants will be entirely invested in a professionally managed investment option, Vanguard predicts.

A partnership between Fiserv and Financial Market Data Services produced a new solution for fully outsourced, end-to-end securities class-actions claims processing.

Fiserv Inc. updated its Unified Wealth Platform with advanced trading and modeling capabilities, improved model data reporting and more intuitive user interfaces.

Investment managers grew more optimistic about the U.S. economy in the first quarter of 2013, according to a survey from Northern Trust.

Ninety-eight percent of defined contribution (DC) investment consultants polled recommend clients offer a target-date or target-risk investment tier.

Mutual fund trustees may display favoritism toward funds from their own firms, said researchers at Indiana University at Bloomington.

Active manager and adviser exchange-traded fund (ETF) investment portfolios are expected to grow in 2013.

Institutional Investors are entrusting a smaller portion of assets to leading broad managers, according to a report released by Cogent Research.

Charles Schwab Investment Management Inc. has added to its line of target-date funds (TDFs) with 2045, 2050 and 2055 retail offerings.

Six portfolios from Curian Capital LLC give access to the expertise of research firms, analytical tools and user-friendly technology.

The Country Rotation Portfolio and Sector Rotation Portfolio from Innealta Capital have been added to Jefferson National’s offerings.

The new fund leverages Russell’s multi-asset investing strengths and is in response to advisers seeking lower-volatility, equity-like returns.

Asset manager Nepsis Capital Management has integrated Lincoln Trust retirement plans into its wealth management practice.

Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.

Passive exposure will grow to 37% of adviser-managed holdings by 2020, research found.