Tag: Managed Accounts & QDIAs

Fidelity's newest unified managed account (UMA) offering, Personalized Portfolios, provides daily risk management and tax-sensitive investing previously reserved for institutional investors.  

If 2010 was not quite the return to “normal” we might have hoped, there was more than enough—both new and old—to draw the attention of plan sponsors.   

ProManage, a firm that provides customized managed accounts, participant advice, plan metrics, and consulting services to defined contribution plan sponsors, has named a new CIO....

Cerulli Associates’ latest report predicts that wirehouse firms' managed account marketshare will fall to 50% by 2014. 

I’ve long had an issue with weight scales, for the perhaps obvious reason that, these days, they frequently deliver a message I’d just as soon not receive.   

A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...

The “Model Manager Exchange” (MMX) currently features 150 portfolios from 35 financial professionals.   

Flexible Plan Investments, Ltd., a national provider of actively managed accounts, announced Absolute Return Portfolios with Wolf Pack Advisors are now available to the independent broker/dealer and...

More than half of 401(k) retirement savings plan participants report that their plan has become more important to them since the financial crisis of 2008. 

Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said advisers on its platform will now have the option to custody with Pershing Advisor Solutions.

The Principal has made another liquidation installment on its frozen real estate fund. 

Transamerica Retirement Management now provides Morningstar Managed Portfolios by Morningstar Investment Services (MIS), a registered investment adviser.

The Principal Financial Group has released RetireView, a product designed to help plan advisers help participants in their client plans choosing their optimum asset allocation.

Adhesion Wealth Advisor Solutions Inc., a provider of unified managed accounts (UMAs) for independent registered investment advisers (RIAs), has added a “do-it-for-me” option to its UMA program.

As managed account programs make a comeback after taking a hit during the downturn, Cerulli Associates sees the most growth in mutual fund advisory programs, fueled by 401(k)...

Charles Schwab & Co., Inc. is expanding its fixed income offerings with four Municipal Bond Ladder Separately Managed Account (SMA) strategies managed by PIMCO.

AllianceBernstein is taking steps to smooth out the bumps in the road for its target-date fund family.

E*Trade has rolled out a new advice solution that it says will “help investors navigate complex market dynamics.”