Tag: Managed accounts

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.
Art by Jackson Epstein

Investment Product and Service Launches

LeafHouse and Empower partner on managed accounts; Pacific Funds partners with Oranj on income-focused mutual funds; American Century Investments releases online TDF tool; and more.