Masterminds of the Plan
Investment Product and Service Launches
Broadridge enhances fiduciary toolkit for advisers; GoalPath makes managed accounts available on iJoin; BlackRock announces option to include annuities in target-date strategies; and more.
Investment Product and Service Launches
iJoin partners with ProNvest; MSCI Releases new climate solution; ProManage launches managed account service with Nyhart; and more.
Stadion Technology to Provide Personalized Managed Accounts for Franklin Templeton
Stadion credits the rise in personalization as the motivation behind its partnership with Franklin Templeton.
Vestwell Managed Account Platform Helps Advisers Meet Needs in Small Plan Market
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.
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.
Eyes on the Investment Menu
Talking Digital Advice Trends With Morningstar and DFA
Investment Product and Service Launches
Stadion Money Management launches managed account technology; Vanguard expands access to private equity; and MSCI builds private infrastructure modeling service.
Adviser Op-Ed: The Case for Custom Default Investment Solutions
Adviser Op-Ed: The Next Generation 401(k) Plan
Data Points: Customization and the QDIA
Industry Views on Customized TDFs, Managed Accounts
Investment Product and Service Launches
Northern Trust partners with Two Sigma; Lockton and Morningstar team up to offer adviser managed accounts; and firms launch TDFs with guaranteed income.
Equitable Retirement Vision Platform Includes Fiduciary Support for Plan Sponsors
The retirement platform is also open architecture, offering a choice from more than 16,000 mutual funds and CITs.
Expect More Usage of Managed Accounts
As workforces reduce in-person interactions and strengthen online engagement, experts are anticipating an increased interest in personalized advice managed accounts.
Investment Product and Service Launches
Russell Investments releases personalized managed accounts; Broadridge and Third Economy launch ESG advisory service; and SimCorp partners with Colmore on new data service.
Part Art, Part Science: Managed Account Due Diligence
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.
Nestle Sued Over Fees for Managed Accounts, Recordkeeping
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.
DCIIA Publishes First Paper in Series on Managed Accounts
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.