Displaying 17 results
MyVest announces tax-aware portfolio transition upgrades
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
SEI rolls out upgrades to managed accounts program
The investment platform provider adds more SMA and UMA options, reduces costs, and boosts tax optimization tech for advisors.
Nationwide and Morningstar forge retirement plan partnership
The strategic collaboration will allow more plan participants to benefit from an advisor managed accounts service.
Voya unveils dual QDIA for retirement plan members
The offering automatically transitions employees approaching retirement age from a target-date fund to a managed account program.
Raymond James partners with 55ip on tax management enhancements
Services such as rebalancing and tax-loss harvesting will be available on Raymond James' managed accounts platform.
Why financial wellness is a dismal failure and a huge success
The DC industry must be realistic and admit that financial wellness is largely a failure, an acknowledgment that's a key step on the road to success. Because we cannot afford to fail.
Franklin Templeton builds on its tech for 401(k) managed accounts
The company recently announced partnerships with Stadion and vWise for its Goals Optimization Engine.
OneDigital and Ascensus offering managed-account, financial wellness package
The insurance broker and the record keeper team up to create a product for small retirement plans.
Empower’s adviser managed accounts top $1.5 billion
The retirement plan provider created its managed account program in 2019.
Pershing to offer managed accounts platform to all
Firms can choose to outsource their managed accounts technology as well as their investment advisory solutions, or a combination of both, according to the firm.
The future, as elite retirement plan advisers see it
The Retirement Research Center recently surveyed elite RPAs, half of whom had more than $300 million in DC assets under advisement.
ICMA-RC upgrades its managed accounts platform
The manager of public sector retirement plans will offer personalized advice to participants.
Stash enters robo-advice with Smart Portfolio
With $125 million in fresh funding, Stash officially launched Smart Portfolio to allow users to opt-in for fully managed portfolios.
Allstate sued again over target-dates, managed accounts in 401(k)
The company was already targeted in another class-action case over the target-date series and managed account options in its plan
Vestwell adding first managed account option to its 401(k) business
The managed-account service will stand out in the marketplace because it will be embedded in Vestwell’s technology, rather than located away from a record keeper and within an investment manager’s system, a detail that will help the firm compete on cost
Pershing adds fee-based annuities to its managed accounts system
Clearing powerhouse will support more than 70 fee-based annuities from 18 carriers.
401(k) managed accounts becoming more diverse
Empower's new product lets advisers select the underlying investments.
