Tag: Managed accounts

January 16th, 2020

Adviser Managed Accounts. A Good Fit?

The past few years have seen a number of recordkeepers roll out new “adviser managed accounts,” i.e., managed accounts that include the consulting services of an independent registered investment adviser.

Products January 9th, 2020

Investment Product and Service Launches

CUNA Mutual adds Stadion managed account service to platform; MSCI creates new fixed income indexes; Transamerica decreases fees on two high yield bonds; and more.

Products December 12th, 2019

Investment Product and Service Launches

Fidelity announces expected SMA launch; Pershing integrates managed accounts to new annuity order platform; Ballast introduces equity strategies on Schwab managed account platform; and more.

Products October 10th, 2019

Investment Product and Service Launches

Mesirow Financial presents third mutual fund and managed account program, and MSCI builds indexes to track long-term megatrends.

Products September 19th, 2019

Investment Product and Service Launches

John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans form equity strategy firm.

Products July 25th, 2019

Investment Product and Service Launches

Stadion's managed account service offered on TRG platform; Apex builds ESG rating service and adds global development head; Northern Trust Forms Options Trading Desk in Chicago; and more.

Products June 3rd, 2019

Alliance Benefit Group Will Distribute iJoin Suite

The solution from LDIntelligence allows ABG member firms to deploy the iJoin enrollment, engagement, analytics and managed account platform.

Products April 11th, 2019

Investment Product and Service Launches

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and MainStay moves target-date funds to other asset allocation funds.

Products March 21st, 2019

Investment Product and Service Launches

Empower Launches Advisor Managed Accounts; Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory Services; and more.

Investing March 14th, 2019

Trends in DC Plan Market to Propel Greater Interest in Managed Accounts

Cerulli believes managed accounts will continue to gather assets as a customized solution for a targeted cohort of a plan’s overall participant population, as well as address decumulation and financial wellness concerns.

February 8th, 2019

Managed Account QDIA Mechanics Challenge Plan Sponsor Clients

ERISA attorneys and plan design consultants say they are hearing more questions from sponsors about using managed accounts as a plan’s default investment, but the most common use case remains opt-in managed accounts.

Compliance January 30th, 2019

ERISA Lawsuit Filed Over Managed Account Arrangement

The complaint alleges that Stadion Money Management and Mutual of Omaha abused their managed account arrangement by putting their own interests ahead of participants’.

January 30th, 2019

Plan Sponsors Have Questions About Dynamic Default Investments

Progressive plan design features take time to catch on, including the emerging “hybrid QDIA” approach that pairs TDFs and managed accounts; experts say plan sponsors are interested, but they remain unsure about the right way to design and deliver a dynamic default investment.

Products November 21st, 2018

Millennial Myths & Realities Strategies for Strengthening and Expanding Client Relationships

The Great Wealth Transfer Generations of Possibilities

It’s Time to Get Serious About Retirement Income Solutions Thoughtful consideration of a participant’s journey, both up to and through retirement, can help participants meet their retirement goals—and better position plans to retain assets.

The Making of a Glide Path Understanding the Impact of Design Decisions on Retirement Outcomes

Are employees relying on employers to solve financial problems? Employees who are financially stressed and working out of economic necessity can negatively impact workplace productivity.

2019 PIMCO Defined Contribution Consulting Study Providing retirement income potential, evaluating TDFs and plan costs, and simplifying investment menus are key.