The Morningstar Retirement group within Morningstar Investment Management LLC, and ADP Retirement Services, have partnered together to offer more employees—regardless of the size of... Read More
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Managed Accounts
BY Nevin E. Adams, JD | 8/4/2023
According to Cerulli’s “U.S. Managed Accounts 2022: The Future of Personalized Portfolios,” assets in managed account programs—including retail accounts—grew nearly 24% in 2021, reaching a high... Read More
BY Ted Godbout | 7/31/2023
Managed account assets are expected to grow to nearly $16 trillion by 2026, exceeding 13% annual growth over the next four years, but a new report suggests that, as sponsors balance growth in fee-... Read More
BY NAPA Net Staff | 6/7/2023
According to Cerulli’s “U.S. Managed Accounts 2022: The Future of Personalized Portfolios,” assets in managed accounts programs grew nearly 24% in 2021, reaching a high of $10.7 trillion (though that... Read More
BY NAPA Net Staff | 4/21/2023
State Street Global Advisors in partnership with Annexus Retirement Solutions and the Global Trust Company announced the launch of the State Street GTC Retirement Income Builder Series.
This... Read More
BY NAPA Net Staff | 4/6/2023
Building on its suite of advice and guidance solutions, Voya Financial announced that it has launched a new advisory services program through Voya Retirement Advisors, LLC (VRA).
Leveraged in... Read More
BY NAPA Net Staff | 4/5/2023
To help meet growing demand for personalized investment strategies within employer-sponsored retirement plans, Principal Financial Group has launched a new, hybrid qualified default investment... Read More
BY Ted Godbout | 2/6/2023
So says a new report from Cerulli suggesting that, as fee-based financial advice combined with financial planning becomes the industry standard, financial advisors must find new ways to differentiate... Read More
BY Ted Godbout | 12/13/2022
While collective investment trust (CIT) providers continue to focus their distribution efforts on defined contribution plans with $25 million or more in assets, providers have recently expressed a... Read More
BY Ted Godbout | 10/5/2022
As managed account assets reach new highs, a new report by Cerulli finds that sponsors are setting their sights on new ways to empower advisors and opportunities for advanced portfolio customization... Read More
BY Kent Bartell | 9/9/2022
As target date funds have become more prevalent, however, many advisors are beginning to wonder if there might be an opportunity for improvement.
Target date funds were first introduced in the... Read More
BY Nevin E. Adams, JD | 8/31/2022
The 2022 NAPA Summit Insider turned up some interesting perspectives on the use of, and potential for, managed accounts. But how do plan sponsors feel about them?
A recent weekly survey of Plan... Read More
BY Nevin E. Adams, JD | 8/5/2022
One of the more eye-opening findings of the 2022 NAPA 401(k) Summit Insider had to do with managed accounts—and this week’s polling reveals a similar split.
Yes, over the past couple of years... Read More
BY Ted Godbout | 1/31/2022
U.S professionally managed assets grew nearly 11% year over year in 2020, and boast an 8% 10-year compound annual growth rate, according to a new report by Cerulli.
As a result, the total U.... Read More
BY Ted Godbout | 1/13/2022
As plan sponsors consider design changes to make their plans more effective decumulation vehicles, a new paper by Cerulli argues that there is no one-size-fits-all solution and that managed... Read More
BY Judy Ward | 11/16/2021
In a feature story in the Fall issue of NAPA Net the Magazine, Judy Ward reports on the movement toward using managed accounts as qualified default investment alternatives.
Pensionmark... Read More
BY Ted Godbout | 10/5/2021
While debate remains over whether plan sponsors should offer either managed accounts or target date funds in their plans, a new study suggests that they shouldn’t have to choose.
For years,... Read More
BY Ted Godbout | 9/20/2021
Platform consolidation remains important for managed account sponsors, but a new report by Cerulli finds that sponsors are placing greater importance on several other objectives.
In U.S.... Read More
BY Ted Godbout | 7/6/2021
In response to financial advisors’ increasing desire to capitalize on an improved client experience and remain competitive, asset managers are launching a new wave of separately managed accounts (... Read More
BY Ted Godbout | 7/1/2021
While advisor-managed accounts (AMAs) are relatively new to the DC market, they have gained some traction among providers over the past two years, according to a new report.
This is... Read More
BY Nevin E. Adams, JD | 5/21/2021
Last week, we focused on target-date funds, specifically their composition and glidepaths. But that survey spurred a number of reader questions—about managed accounts, and how they “fit.” This week... Read More
BY Nevin E. Adams, JD | 5/17/2021
Last week, we focused on target-date funds, specifically their composition and glidepaths. But that survey spurred a number of reader questions—about managed accounts.
A recent report by... Read More
BY Ted Godbout | 3/16/2021
Though they comprise only a small portion of total DC assets, managed accounts continue to gain traction and some plan participants stand to benefit from a managed account program, a new study... Read More
BY John Iekel | 10/15/2020
A recent white paper discusses five common misconceptions that have resulted in passive investments becoming more prevalent in DC plans during the global pandemic.
In MFS’ “Back to... Read More
BY Ted Godbout | 8/23/2019
Self-directed brokerage account participants who worked with an advisor had an average balance that was nearly twice the amount of those held by non-advised accounts, according to an industry... Read More
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