Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be able to afford an individual adviser. Many plan advisers and their clients ...

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 ...

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 ...

Plan sponsors who adopt a managed account advisory service in their defined contribution retirement plan can improve outcomes for plan participants, according to a study by Vanguard Research. Plan ...

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 ...

Entireti has re-tooled a managed account service it picked up during the acquisition of Australian Unity’s financial advice ...

COLUMBUS, Ohio –Today’s workers are seeking personalized help with meeting their distinct retirement goals. Nationwide is teaming up with Morningstar Retirement to help financial advisors meet ...

For several years, Wells Fargo & Co. has been one of the many banking and fund companies trying to pitch separately managed accounts down-market. But now the company is questioning whether the product ...