Morningstar found that their plan inclusion generates the largest relative improvements for lower- and middle-income plan participants.

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. A managed account is an investment account that is owned by an ...

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 ...

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 ...

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.

Voya is giving advisors to retirement plans more room to tailor portfolios for clients with an enhancement to its managed account capabilities. Voya Financial Inc. has introduced Primary Plus, an ...

Bill Harris is the CEO & founder of Evergreen Wealth. He's founded/led eight fintech companies, including PayPal, and Personal Capital. Over the past 150 years, the world of individual investing has ...

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 ...

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Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...