Tag: Managed Accounts & QDIAs

Participants held steady elsewhere, but Voya credits uptick to enrollment campaigns, new plan features and free trials.

Advisory shops and providers are launching new workplace programs, updating others and sometimes bypassing the plan sponsor altogether to reach...

Advisers are most interested in adding HSAs, 529s and emergency savings accounts to their offerings, according to a survey by...

Securian and QPA launch managed account for plan sponsors; ProShares and S&P announce ETF to invest in surging battery metal...

A U.S. District Court judge sided with Nestlé’s motion to dismiss most of the claims in a 401(k) class action...

Morningstar is the latest entrant to tout a direct indexing option for financial advisers, allowing them to invest directly in...

They began with broad adoption at large accounts, and smaller employers are increasingly considering them as a solution for their...

The complaint has alleged fiduciary breach under the Investment Advisers Act. 

Direct indexing is driving growth in personalized account management for tax advantages, value-driven investing. 

How recordkeepers partner with advisers on managed accounts, retirement income and financial wellness.

The proposed class action lawsuit challenges excessive managed account fees and the retention of Financial Engines, the managed account service...

The 2022 PLANADVISER Practice Progress Webinar Series continues August 16 with a timely session on collective investment trusts and other...

Experts discussed their views on managed accounts, including those concerning hurdles to greater adoption and how firms can make them...

Wilshire brings to market third-gen factor index series and Northern Trust Front Office Solutions enhances liquidity management solutions for asset...

DWS releases climate-focused Xtrackers ETF.

Schwab Asset Management reduces fees on 10 funds; LeafHouse Financial Services announces new DCIO service; and Russell Investments expands personalized...