Tag: Managed Accounts & QDIAs

Financial advisers now have greater flexibility and more choice when offering clients retirement plan solutions from American Funds.

Wells Fargo Retirement has seen a 10% year-on-year uptick in the number of loans.

Fiserv, Inc., a provider of financial services technology solutions, is rolling out a Unified Wealth Management Platform for adviser clients.  

Mid Atlantic Trust Company (MATC) is offering reduced pricing for its ModelxChange service.   

According to a new report from Aon Hewitt and Financial Engines, 401(k) participants who use employer-provided investment help outperform those who do not – and by a...

Nationwide Financial Services, Inc. has expanded its retirement plan offerings with a new product “designed by and for retirement plan specialist advisors.” 

Cerulli's latest research indicates that advisers anticipate increasing their discretionary business to account for 71% of their assets by 2013.

Ariel Investments, LLC named Rupal J. Bhansali as Senior Vice President and Chief Investment Officer of International Equities.

PNC Institutional Investments has expanded its relationship with Morningstar Associates to offer managed accounts in its defined contribution (DC) platform.

A new report finds that a shift toward equity funds benefited all wrap platform types in the first quarter, but that discretionary “rep-as-portfolio manager” programs enjoyed the fastest...

Lincoln Trust Company is rolling out “Managed Models,” a customized portfolio product designed specifically for the retirement industry.

National Advisors Trust Company has added Envestnet UMA – a customizable unified managed account solution – to its platform for registered investment advisers (RIAs).

Cerulli Associates' latest managed accounts-focused research indicates mutual fund advisory programs (MFA) will experience slower growth in the coming years.

Raymond James Asset Management Services and RiverFront Investment Group announced four model portfolios on the Raymond James Freedom Unified Managed Account platform. 

Managed accounts software provider Peridrome found an expected increase in the adoption of models-based distribution and newer products in a recent survey.

Last week the Government Accountability Office (GAO) issued two reports focused on 401(k) plans. 

Transamerica has enhanced its Transamerica Multi-Manager Alternative Strategies Portfolio with what it described as “a variety of niche, non-traditional asset classes."

E*TRADE Capital Management, LLC, is expanding its advisory services by offering clients the ability to invest in a unified managed account (UMA).