OneDigital on Tuesday announced the introduction of select private investments within its advisor-managed account program for 401(k) plan sponsors, expanding access to institutional-quality strategies ...

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers ...

Morningstar found that their plan inclusion generates the largest relative improvements for lower- and middle-income plan participants.

A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...

In the managed account market, what difference can fees make? This week Wealthcare Capital Management, an RIA and provider of wealth management advisory services in Richmond, Va., announced its new ...

With financial advisor-managed accounts expanding by the trillions of dollars, annuity issuers are pitching an insurance strategy designed to reduce the risk of outliving retirement savings. A ...

Merrill Lynch reported this morning that its individually managed account business survived the events of Sept. 11 well, without lots of clients bailing out. Redemption rates were about three-quarters ...

A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

So you’ve decided that managed accounts are the best way forward for your business. Where to from here? Managed accounts are a logical solution to free up time for quality advice conversations instead ...