Browsing Tag
managed accounts
18 posts
SEC Fines Vanguard, Empower for Failure to Adequately Disclose Managed Accounts Advisor Compensation
Vanguard to pay nearly $20 million and Empower nearly $6 million after Aug. 29 enforcement orders tied to firms' failure to disclose advisor conflicts of interest regarding participant enrollment
New Portfolios from Merrill Designed to Provide BofA Clients Predictable Retirement Income
Bank of America announces new income-focused portfolio capabilities from Merrill to address fears of outliving retirement assets
Managed Accounts See Highest Growth While TDRFs Sit Still
Managed account and cryptocurrency use grows while investments in target-date retirement funds falls flat, reports Hearts & Wallet
Managed Accounts See Higher Adoption: Vanguard
The latest Vanguard research finds professionally managed allocations are up 40% compared to 10 years ago
Principal Rolls Out Hybrid QDIA to Meet Rising Market Demand
‘Principal Intelligent QDIA’ launched at NAPA 401(k) Summit as demand for personalized retirement investment strategies continues to increase
2023 NAPA 401(k) Summit: ‘Ready’ Eddies: Are You Ready for the Next Big Thing?
Kicking off the annual NAPA 401(k) Summit, the session touched on the most common themes in the retirement space
This Gen Z Trait Will Disrupt Retirement Industry Most by 2030
Principal Financial Group’s “Future of Retirement Survey” of advisors and plan sponsors identifies four leading factors that will reshape 401(k) plans by the end of the decade
Managed Account Assets Reach Record High
The more mass market the offering becomes, the more operationally difficult personalization becomes
OneAmerica, intellicents Collaboration Nets New Client Offering
intellicents advisory firm customizes offering to include two OneAmerica services, enabling plan sponsors to offload fiduciary liability while maintaining complete plan design flexibility
New Partnership Helps Advisors Manage ‘Held-Away’ 401(k)s
Coastal Investment Advisors adds FeeX tech to facilitate management of clients’ 401ks, 403bs and other held-away client retirement assets