Tag: Managed accounts

Art by Jackson Epstein

Investment Product and Service Launches

Northern Trust announces latest digital document capture feature; Adaptive Investments partners with WealthShield to manage portfolios; and Equitable adds managed accounts and cash balance plan to solutions for small businesses.

Talking Digital Advice Trends With Morningstar and DFA

Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is to deliver a more customizable managed account service to market in support of financial advisers.

Adviser Op-Ed: The Case for Custom Default Investment Solutions

Michael Volo at CAPTRUST says it makes sense that target-date solutions have evolved the same way retirement plan products have over time—from closed architecture, proprietary solutions to open architecture solutions using best-in-class underlying investments.

Data Points: Customization and the QDIA

Five years ago, more than 10% of plans that offered managed accounts used them as a default. Today? Our proprietary data shows usage of default managed accounts has been cut in half.