A recent report calls managed accounts one of the most common forms of personalization providing professionally managed, individualized investment and savings-rate guidance.

A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them. Managed accounts appear to work well for participants who use them, but may ...

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 ...

When a federal trial court dismissed Hanigan v. Bechtel Global Corp. earlier this year, it sent a favorable message to advisors, record keepers and providers who are working together to bring managed ...

Morningstar Investment Management and asset manager Dimensional Fund Advisors are launching an automated managed accounts service for financial advisors and RIAs, to bring customizable planning and ...

Record keepers are racing to roll out adviser managed accounts in a bid to satisfy registered investment adviser firms clamoring to make the accounts available to their plan sponsor clients. Voya ...

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 ...

More employers are adding managed accounts to their workplace retirement plans despite what industry experts say is ambivalence about these products. While employers are looking to help workers ...

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial Group (NYSE: LNC) today announced it has added an Advisor Managed Accounts service, which gives a retirement plan’s registered investment advisor (RIA) ...