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Managed Accounts

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
BY Ted Godbout | 1/28/2019
Of course the realized benefits will vary by participants and fees charged for the service, but a new white paper suggests that there is strong evidence for using managed accounts.In fact, two... Read More
BY NAPA Net Staff | 9/19/2018
Aside from offering diversified and professionally managed portfolios, managed accounts may also add value relative to other commonly used asset allocation strategies, according to a recent report by... Read More
BY NAPA Net Staff | 7/12/2017
Platform consolidation has re-emerged as the top initiative for managed account providers, according to a new study by Cerulli Associates.Cerulli’s “U.S. Managed Accounts 2017: Convergence and Its... Read More
BY NAPA Net Staff | 5/15/2017
Managed accounts offer a compelling service, but changes in the product set – and the DC industry generally – may require a second look, according to a new report.In “Managed Accounts:  Today’s... Read More
BY Nevin E. Adams, JD | 4/11/2017
Odds are that you’ve heard that health savings accounts, or HSAs, offer individuals a “triple tax advantage” – but here are five things you may not know about HSAs.A recent survey by Mercer found... Read More
BY Jeff Hemker | 12/19/2016
A common refrain I hear today is that the average actively managed mutual fund cannot outperform the S... Read More
BY Fred Barstein | 5/13/2016
Though managed accounts will not be overtaking the nearly $800 billion in TDF assets anytime soon, they are gaining traction, according to Cerulli. So what’s holding them back, and what’s their place... Read More
BY NAPA Net Staff | 3/10/2016
While a majority of plan sponsors see managed accounts as “very important” in attracting and retaining employees and helping them prepare for retirement, those workers don’t seem nearly as... Read More
BY Michael Bushnell | 7/29/2015
Designing the optimal investment lineup in a 401(k) plan is a lot like working out: without having a strong core, it’s nearly impossible to achieve the best possible results, Ryan Mullen of MFS... Read More
BY Nevin E. Adams, JD | 6/19/2015
By most accounts, target-date funds are the predominant default investment vehicle on most 401(k) plan menus today. But this week we asked NAPA Net readers about the qualified default investment... Read More
BY NAPA Net Staff | 6/15/2015
While the Department of Labor has outlined three different types of offerings suitable as a qualified default investment alternative, most of the attention — and money — has been directed to target-... Read More

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