Managed Accounts

Displaying 111 results

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Pershing lures custody business with latest turnkey offering

The new offering, called Pershing X, is headed by Ainslie Simmonds and will enable RIAs to outsource almost all of their practice management needs, like client relationship and investment management tools.

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LPL lowers minimum on managed accounts

The independent broker-dealer is cutting the required investment in its Optimum Market Portfolios to $1,000 from $10,000.

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SEC orders UBS to pay $8 million over sales of complex exchange-traded products

Investments pegged to market volatility remained in client accounts for up to a year when they were meant to be short-term investments.

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Franklin Templeton’s managed account product could be future for DCIOs

Managed accounts offer DCIOs the opportunity to be a more active and important part of the DC ecosystem. It moves them from being dependent on record keepers, advisers and plan sponsors to create the strategy to help participants, to being an advice provider of customized investment solutions.

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NextCapital gets managed-accounts deal with Prudential

Prudential Retirement plans to launch the service, Advice and Income Engines, sometime during the first quarter of 2021. It will provide retirement planning and personalized portfolio management to Prudential’s defined-contribution plan participants.

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Money-market debit cards for clients? Franklin CEO on the future of advice

Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum

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Alger swings from fulcrum fees to semitransparent ETFs

Two of the firm's high-performing strategies will get a new wrapper in Alger's ETF debut

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Market volatility likely to prompt 401(k) plan menu changes

Retirement plan sponsors might change their views on risk, especially for participants near retirement

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Vanguard eliminates trading fees for stocks and options

The move brings the low-cost asset manager up to speed with the likes of Schwab, TD Ameritrade, Fidelity and ETrade

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Are 401(k) advice fees headed to zero?

Vanguard's low-cost digital-only planning and investing tool will undercut many target-date funds and managed accounts.

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Capital Group, bastion of active management, rebounds to $1.9 trillion

American Funds sponsor still faces uncertain future as investors flock to low-cost, passive investing.

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American Funds, Empower forge partnership on 401(k) managed accounts

Deal could benefit American Funds by providing more asset retention and increased exposure among plan sponsors.

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Latest price-war salvo pegs fees to low-risk performance

Dallas-based asset manager road tests a fee model that might be too complex for some investors to grasp.

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401(k) managed accounts becoming more diverse

Empower's new product lets advisers select the underlying investments.

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Fidelity ramps up 401(k) managed account distribution

Company plans to bypass record keepers and ask plan sponsors directly if they will offer its managed accounts to retirement plan participants.

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Fidelity adds more financial planning to its 401(k) managed accounts

Observers say that advisers delivering financial wellness programs to 401(k) plans should take note.

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Goldman Sachs poses new threat to active mutual fund managers

Firm has created the ETF equivalent of a killer cyborg fund.

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Those in managed accounts, target-date funds get better returns than DIY investors

'Professionals pretty much everywhere will probably outperform amateurs.'

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A radical idea: Pay clients for the privilege of managing their funds

One consultant thinks active managers should become principals rather than agents.

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Plan advisers, consultants question value of managed accounts

Respondents to PIMCO survey say target-date funds offer better value.