Discussing a new managed account-type service with PLANADVISER, Schwab Retirement Plan Services says the offering helps advisers play a deeper role in delivering effective QDIAs. Schwab Retirement ...

Steve Dorval, vice president of wealth solutions for John Hancock Retirement Plan Services, points to a classic scenario: “Someone would go to an employee education meeting and train everyone about ...

The adoption of managed accounts as a QDIA has been limited; however, there has been an up-tick in the percentage of plans utilizing them as an opt-in service. Deterrents for selecting a managed ...

Another year, another look at your 401(k) portfolio, and possibly another sigh of frustration. What are you supposed to do? How well did you do, really? If this sounds familiar, you may have been ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. "We are extremely pleased to partner with DTCC on this initiative. The ...

Plan sponsors who adopt a managed account advisory service in their defined contribution retirement plan can improve outcomes for plan participants, according to a study by Vanguard Research. Plan ...

At BNY Mellon Pershing’s annual INSITE conference, held virtually this week, the custodian revealed a new multi-custodial managed accounts software for financial advisors and an integration portal for ...

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 ...