LeafHouse, iJoin, and ARS have announced a new partnership to deliver a technology-driven solution that provides a personalized savings and income experience for participants within a managed account... Read More
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Managed Accounts
BY NAPA Net Staff | 3/15/2024
Nationwide is teaming up with Morningstar Retirement to help advisors meet retirement plan participant needs by offering a new managed account service that merges custom retirement strategies with... Read More
BY NAPA Net Staff | 3/8/2024
The Standard is expanding its retirement plan investment solutions with the introduction of professionally managed accounts that provide personalization to help employees work toward their retirement... Read More
BY Ted Godbout | 2/26/2024
To further support growth and education, Voya Financial has announced the expansion of its Employee Success and Education team with the addition of a new Managed Account Specialist team. ... Read More
BY Ted Godbout | 2/9/2024
With research showing that 56% of working Americans plan to utilize workplace-offered advice services in 2024,[1] Voya Financial announced the launch of a new dual Qualified Default Investment... Read More
BY NAPA Net Staff | 2/7/2024
Another of the BlackRock target date fund (TDF) suits comes to a conclusion, the Wall Street Journal takes a peek at managed accounts—and Nevin and Fred ponder the implications for glidepaths.
To... Read More
BY Ted Godbout | 2/7/2024
Nearly 7 out of 10 (69%) professional fund selectors from some of the largest wealth management firms in the United States agree that active fund management will be essential to investment... Read More
BY Nevin E. Adams, JD | 1/9/2024
Two headlines on NAPA Net caught my eye this past weekend—provocative “what if” type questions.
I’m talking about “Will Retirement Income Solutions Finally Break Through in 2024?” and “Will... Read More
BY Ted Godbout | 10/25/2023
As plan sponsors eye solutions for retirement readiness, personalization through the potential use of managed accounts and other personalized financial wellness offerings has become a major area of... Read More
BY Ted Godbout | 8/15/2023
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
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
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