Advisors have long known that effective retirement planning requires consideration of a complex set of financial variables, much more than a projected retirement date.

As more employers are adding managed accounts to their retirement plans, there is a growing interest in also using them as a Qualified Default Investment Alternative (QDIA). 1 They offer personalized ...

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 ...

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 ...

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Empower Retirement today announced a new means of delivering customized advisory services to workers saving for retirement through close collaboration with ...

WINDSOR, Conn.--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE: VOYA), announced today the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment ...

An HP executive tells CRN that the company is “pulling back” from its direct accounts in MPS and re-investing those resources into supporting partners. HP Inc. will make many of its managed print ...