Tag: Managed accounts

Investment Products and Service Launches

Conning Launches New Suite of Risk Management Software; Advisor Partners Releases Global High Quality Dividend Yield Strategy; Jackson Square Partners Offering Mutual Funds; and more.

Beware of ‘Partial’ TDF Users

Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.”

NextCapital Gains New Industry Funding

Software developer NextCapital Group finds new support for developing digital portfolio management and advice delivery tools, in the form of Series B financing worth $16 million. 

Wells Fargo Expands Investment Solutions

Wells Fargo Institutional Retirement and Trust introduced a managed account service for 401(k) plans, and Wells Fargo Asset Management launched a suite of actively managed TDFs.