Employers and Employees want personalization, but at what cost?

As more employers are adding managed accounts to their retirement plans, there is a growing interest in also using them as a Qualified Default Investment Alternative (QDIA). 1 They offer personalized ...

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 ...

Broadcast Retirement Network Managed Accounts Interview Jeffrey Snyder and Matthew Condos discuss managed accounts in retirement planning. The conversation focuses on the importance of personalization ...

A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them. Managed accounts appear to work well for participants who use them, but may ...

Bill Harris is the CEO & founder of Evergreen Wealth. He's founded/led eight fintech companies, including PayPal, and Personal Capital. Over the past 150 years, the world of individual investing has ...

A new service from the Depository Trust and Clearing Corp. automates the account setup and maintenance of managed accounts — eliminating an onerous and non-standardized manual process. The New ...

Record keepers are racing to roll out adviser managed accounts in a bid to satisfy registered investment adviser firms clamoring to make the accounts available to their plan sponsor clients. Voya ...

Additional customization and personalization to meet participant needs with dynamic Qualified Default Investment Alternative strategy A dynamic QDIA provides flexibility for the plan to offer two ...

Broadcast Retirement Network's Jeffrey Snyder discusses managed accounts and personalization with Lincoln Financial's Matthew Condos. Jeffrey H. Snyder, Broadcast Retirement Network This morning, the ...