Discussing a new managed account-type service with PLANADVISER, Schwab Retirement Plan Services says the offering helps advisers play a deeper role in delivering effective QDIAs. Schwab Retirement ...

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 ...

The adoption of managed accounts as a QDIA has been limited; however, there has been an up-tick in the percentage of plans utilizing them as an opt-in service. Deterrents for selecting a managed ...

Another year, another look at your 401(k) portfolio, and possibly another sigh of frustration. What are you supposed to do? How well did you do, really? If this sounds familiar, you may have been ...

Vestwell is preparing the first managed-account option for its digital 401(k) record-keeping service, a product that uses Franklin Templeton’s Goals Optimization Engine, the companies announced ...

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 ...

More clients may have access to managed accounts through their 401(k) plans today than in years past, but half of plan investors don't understand how these accounts actually work, according to a new ...