Tag: Managed accounts

Investment Product and Service Launches

Lincoln Financial Creates Personalized Target-Date Portfolios; Aon Hewitt-Managed Pooled Funds Claim Compliance with GIPS; Broadridge Financial Increases Data and Analytics Team; and more.

Best Interest in Mind

Plan sponsors are likely to ensure that advisers are keeping participants' best interests in mind when recommending rollovers, even though the fiduciary rule has been vacated.

Investment Products and Services Launches

Franklin Templeton Expands ETF Lineup with Three Additional Funds; Hartford Funds Launches Short-Duration ETF; First Trust Launches Actively Managed ETF; and more.

Default Thinking

How to advise sponsors about switching to managed accounts as the QDIA