The platform uses Franklin Templeton’s Goals Optimization Engine and helps advisers provide an offering to small DC plan sponsors and participants in a cost-efficient way.
Tag: Managed accounts
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.
Stadion Money Management launches managed account technology; Vanguard expands access to private equity; and MSCI builds private infrastructure modeling service.
Northern Trust partners with Two Sigma; Lockton and Morningstar team up to offer adviser managed accounts; and firms launch TDFs with guaranteed income.
The retirement platform is also open architecture, offering a choice from more than 16,000 mutual funds and CITs.
As workforces reduce in-person interactions and strengthen online engagement, experts are anticipating an increased interest in personalized advice managed accounts.
Russell Investments releases personalized managed accounts; Broadridge and Third Economy launch ESG advisory service; and SimCorp partners with Colmore on new data service.
A managed account program’s fees can be cut in half if it’s selected as a retirement plan’s default investment, although cost is just one of many important due diligence factors.
The lawsuit contends that, in most cases, the managed account service added no material value to participants, creating asset allocations 'not materially different than' those of the age appropriate target-date options for participants.
The primer includes a review of the basics of managed accounts, a description of how they can be offered and considerations for determining if they are right for a particular DC plan.
ISS ESG releases new ESG fund rating and EPIC Retirement releases managed account feature to service providers.
Iron Financial approves Stadion managed account on Nationwide platform; ISS ESG expands Solactive index series; and more.
Calvert launches institute for responsible investing; BNY Mellon and Wilshire Associates create TDF platform; and intellicents to use Morningstar managed account service.