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 January, managed accounts went business mainstream with an article in The Wall Street Journal declaring that “research suggests the services aren’t always worth the cost.” Never miss a story — ...

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 ...

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 ...

This is the first time it is pairing a managed account and retirement planning solution from its chief investment office. Bank of America has submitted a filing with the Securities and Exchange ...

Retirement plan advisers are adopting the latest variety of managed-account platforms as their new best friend. Because the new platforms allow them to build their own participant portfolios — rather ...

Managed accounts are rapidly becoming a centerpiece of the modern 401(k). Fidelity data shows that access to the once-niche service has surged from 17% of plans in 2014 to 42% by 2023, reflecting a ...

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 ...

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 ...

Broadcast Retirement Network's Jeffrey Snyder discusses managed accounts and personalization with Lincoln Financial's Matthew Condos. Jeffrey H. Snyder, Broadcast Retirement Network This morning, the ...

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) ...