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

A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them. Managed accounts appear to work well for participants who use them, but may ...

Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be able to afford an individual adviser. Many plan advisers and their clients ...

NextCapital inked a deal with Prudential, the companies announced today, marking the 10th retirement services company for which the fintech firm provides managed accounts. Prudential Retirement plans ...

When a federal trial court dismissed Hanigan v. Bechtel Global Corp. earlier this year, it sent a favorable message to advisors, record keepers and providers who are working together to bring managed ...

Morningstar Investment Management and asset manager Dimensional Fund Advisors are launching an automated managed accounts service for financial advisors and RIAs, to bring customizable planning and ...

Record keepers are racing to roll out adviser managed accounts in a bid to satisfy registered investment adviser firms clamoring to make the accounts available to their plan sponsor clients. Voya ...

More employers are adding managed accounts to their workplace retirement plans despite what industry experts say is ambivalence about these products. While employers are looking to help workers ...

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial Group (NYSE: LNC) today announced it has added an Advisor Managed Accounts service, which gives a retirement plan’s registered investment advisor (RIA) ...