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 ...

In a new white paper, the consultancy walks through the benefit versus cost of personalized savings advice from defined contribution managed accounts for early to mid-career savers. Consultancy NEPC’s ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the ...

Voya is giving advisors to retirement plans more room to tailor portfolios for clients with an enhancement to its managed account capabilities. Voya Financial Inc. has introduced Primary Plus, an ...

Two investment platforms have unveiled updates to their managed account offerings, targeting advisors looking for enhanced flexibility and efficiency in portfolio management. SEI Investments ...

Innocap Investment Management Inc. (“Innocap” or “the Company”), the leading Dedicated Managed Account platform offering ...

Axos Clearing, the clearing and custody arm of Axos Financial, this week announced a strategic partnership with Envestnet. The partnership will see Envestnet’s managed account solutions integrated ...

Two-thirds of 401(k) savers use professionally managed accounts, and 59% use just a single target-date fund. Here’s why this ...

The $1 trillion Abu Dhabi Investment Authority has ramped up its use of separately-managed accounts to deploy large chunks of ...

BOSTON (InvestorForce.Com) - The stock market collapse in the fourth quarter cost the managed accounts industry 5 percent of assets, though total assets in that fast-growing market jumped 23.1 percent ...

ROCHESTER, N.Y.--(BUSINESS WIRE)--EPIC Retirement Plan Services has expanded its managed account options available to retirement plan service providers on its recordkeeping platform. ProNvest, Inc.