Heightened interest in managed accounts is not incidental to a daunting reality service providers are facing: More money has been leaving workplace retirement plans than is coming in, a phenomenon ...

Managed accounts have been a defined contribution plan option for more than 20 years. Wilshire Advisors LLC’s November 2023 report, “The Future of DC: Personalized Investing,” noted that the ...

However, personalization can be brought into a defined contribution plan like a 401k, 403b or governmental 457 plan and made ...

The past few years have seen a number of recordkeepers roll out new “adviser managed accounts,” i.e., managed accounts that include the consulting services of an independent registered investment ...

NextCapital inked a deal with Prudential, the companies announced today, marking the 10th retirement services company for which the fintech firm provides managed accounts. Prudential Retirement plans ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. "We are extremely pleased to partner with DTCC on this initiative. The ...

At BNY Mellon Pershing’s annual INSITE conference, held virtually this week, the custodian revealed a new multi-custodial managed accounts software for financial advisors and an integration portal for ...

Franklin Templeton has been partnering up with several firms on its Goals Optimization Engine, an indication that the company sees much more potential in adviser managed accounts and model portfolios.

Additional customization and personalization to meet participant needs with dynamic Qualified Default Investment Alternative strategy A dynamic QDIA provides flexibility for the plan to offer two ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The platform is designed to meet hedge funds' increasing demand for ...