Tag: QDIA

Seeing the Bigger QDIA Picture

Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the client.

Talking Digital Advice Trends With Morningstar and DFA

Morningstar Investment Management’s head of digital advice outlines his firm’s expanding collaboration with Dimensional Fund Advisors—the goal of which is to deliver a more customizable managed account service to market in support of financial advisers.

A Better DC Plan Core Investment Menu

Automated asset-allocation solutions designed for retirees are indeed popular, but the majority of defined contribution plan participants still use the core investment menu.

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.