Which Metrics Best Define Success in Managed Accounts?
When assessing managed accounts, advisers and sponsors may want to consider all the services involved.
Tag: managed accounts
Can Managed Accounts Help Solve Decumulation?
As with many products, retirees who are disengaged from their accounts may end up paying a higher price.
Measuring Managed Accounts’ Appeal Across Age Groups
Managed accounts might seem more attractive for older demographics with more complex finances, but younger participants may see different benefits.
The Evolving ‘Face’ of Investment Models
Industry professionals continue to look for ways to personalize investment products for retirement plan participants.
Participants With Managed Accounts Make Larger Contributions, per Morningstar
Participants using managed accounts within voluntary enrollment plans contributed 1.2 to 2.3 percentage points more than non-users across all age...
Rival Companies LLC Purchases Smart’s US Businesses
Smart USA CEO Duane Bernt will own and continue to operate the U.S. entities, including Stadion Money Management
Providers See Managed Account Growth in Personalization
As managed accounts gain traction in defined contribution investment lineups, providers say customized advice can improve participant outcomes.
Personalization Takes Front Seat in Investment Menu Trends
Advisers say target-date funds and managed accounts are gaining attention as plan sponsors seek more personalized participant outcomes.
Managed Accounts Can Improve Plans That Have Lower Defaults, No Escalation
According to Morningstar, younger savers especially can benefit from compounded interest.
Nuts & Bolts: Managed Accounts, Personalized Solutions
Within a defined contribution plan lineup, managed accounts provide unique personalization for clients often through participant data and more access...
How Advisers, Pre-Retirees Can Resist Volatility-Inspired Trades
As financial advisers show concerns about structural economic risks, experts say retirement strategies need long-term focus.
DC Plans Shift Toward Passive TDFs, Lower Fees
Plan assets grew 27-fold while the number of participants increased 8-fold over 2 decades, per NEPC.
Alta Trust and Morningstar Introduce 6 Multi-Manager Portfolio CITs
The collective investment trust series is supported by funds from eight asset managers.
Retirement Income Strategies, by the Numbers
Nearly half of 2025 PLANSPONSOR Plan Participant Survey participants reported having less than $100,000 in total retirement savings.
Early Adopters of Managed Accounts Could See Larger Gains
Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, according to Morningstar.
Managed Accounts, TDFs or Both?
Participant engagement and fees are two major factors when considering qualified default investment alternatives.
Envestnet Plans $1B R&D Spend Over 5 Years
The company’s goals include improving its managed account infrastructure and increasing access to investing in alternatives.
SEC Fines Vanguard and Empower More Than $25M for Adviser Compensation Disclosure Failures
The two companies allegedly provided misleading statements and failed to disclose conflicts to retail and retirement plan investors, according to...
Morningstar Finds Managed Accounts Help ‘Off-Track’ Participants Most
Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were...
LeafHouse, Capital Group Introduce Personalized Target-Date Service
Target Date Plus, powered by LeafHouse, uses up to 10 participant data points to customize portfolios for each participant.