Displaying 111 results
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.
The independent broker-dealer is cutting the required investment in its Optimum Market Portfolios to $1,000 from $10,000.
Investments pegged to market volatility remained in client accounts for up to a year when they were meant to be short-term investments.
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.
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.
Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum
Two of the firm's high-performing strategies will get a new wrapper in Alger's ETF debut
Retirement plan sponsors might change their views on risk, especially for participants near retirement
The move brings the low-cost asset manager up to speed with the likes of Schwab, TD Ameritrade, Fidelity and ETrade
Vanguard's low-cost digital-only planning and investing tool will undercut many target-date funds and managed accounts.
American Funds sponsor still faces uncertain future as investors flock to low-cost, passive investing.
Deal could benefit American Funds by providing more asset retention and increased exposure among plan sponsors.
Dallas-based asset manager road tests a fee model that might be too complex for some investors to grasp.
Empower's new product lets advisers select the underlying investments.
Company plans to bypass record keepers and ask plan sponsors directly if they will offer its managed accounts to retirement plan participants.
Observers say that advisers delivering financial wellness programs to 401(k) plans should take note.
Firm has created the ETF equivalent of a killer cyborg fund.
'Professionals pretty much everywhere will probably outperform amateurs.'
One consultant thinks active managers should become principals rather than agents.
Respondents to PIMCO survey say target-date funds offer better value.