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 defined contribution plan participants crave increased personalization in their investments, managed accounts remain one of the most common—and perhaps lucrative—vehicles through which participants ...

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 ...

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 ...

The collaboration reflects a broader trend of consolidating siloed investment processes into unified account frameworks.

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 ...

I’m encouraged by the DOL’s issuance of Advisory Opinion 2025-04A, which affirms that a managed-account strategy incorporating a lifetime income component can qualify as a Qualified Default Investment ...

Broadcast Retirement Network's Jeffrey Snyder discusses managed account marketing versus research with Ronald Smith, FSA. Jeffrey Snyder, Broadcast Retirement Network Well, Ron, it is so great to see ...

For years, the retirement plan industry has debated whether managed accounts could replace target-date funds as the qualified default investment alternative of choice, but TDFs still have the lion’s ...

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 ...