OneDigital on Tuesday announced the introduction of select private investments within its advisor-managed account program for 401(k) plan sponsors, expanding access to institutional-quality strategies ...

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers ...

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

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, ...

While retirement plan sponsors increasingly see managed accounts as helpful to prepare participants for retirement, more education is needed to increase participant usage. “We’ve seen a tremendous ...

In the managed account market, what difference can fees make? This week Wealthcare Capital Management, an RIA and provider of wealth management advisory services in Richmond, Va., announced its new ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...

Even though industry data does not track redemption rates of managed accounts, industry sources say the number is about 15% — less than mutual funds. “There's no industry statistics to draw from, so I ...

Two investment platforms have unveiled updates to their managed account offerings, targeting advisors looking for enhanced flexibility and efficiency in portfolio management. SEI Investments ...

I’m encouraged by the DOL’s issuance of Advisory Opinion 2025-04A, which affirms that a managed-account strategy incorporating a lifetime income component can qualify as a Qualified Default Investment ...

A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...

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