A “managed account” is a discretionary portfolio management service that makes investment decisions for individual participants within the confines of a 401(k) plan and its fund options. This service ...

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 ...

If you’re looking for expert guidance to navigate market volatility and achieve your long-term financial goals, a managed investment account can offer personalized portfolio management by experienced ...

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 ...

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial Group (NYSE:LNC) today announced it is building on the personalized investment programs offered through Morningstar Investment Management’s advisor ...

SEATTLE, Sept. 9, 2020 /PRNewswire/ -- Milliman announced that it has added Morningstar advisor managed accounts to its retirement plan administration services. Advisor managed accounts allows a ...

Many clients like the idea of having an investment account that is overseen by a professional investment manager and can be managed without having to be involved in every portfolio decision. Managed ...

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 ...

The Institute of Managed Account Professionals’ (IMAP) Advice in Action 2024 conference unpacked how advisers could reach scalability as current operating costs climb higher. Speaking at the event, ...

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 ...

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 ...