A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.

Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were not on track for retirement. Almost two-thirds of retirement ...

Employers and Employees want personalization, but at what cost?

In the managed account market, what difference can fees make? This week Wealthcare Capital Management, an RIA and provider of wealth management advisory services in Richmond, Va., announced its new ...

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 ...

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 ...

Two investment platforms have unveiled updates to their managed account offerings, targeting advisors looking for enhanced flexibility and efficiency in portfolio management. SEI Investments ...

BOSTON--(BUSINESS WIRE)--NEPC, LLC, one of the industry’s largest investment consulting firms, today published the 19th annual edition of its Defined Contribution (DC) Plan Trends and Fee Survey, ...

ST. LOUIS, July 23, 2025 /PRNewswire/ -- As Edward Jones continues to build out its suite of advisory offerings, including financial planning services, it is significantly increasing the number of ...

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 ...