A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.

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 ...

As defined contribution plan participants crave increased personalization in their investments, managed accounts remain one of the most common—and perhaps lucrative—vehicles through which participants ...

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 ...

Managed accounts are rapidly becoming a centerpiece of the modern 401(k). Fidelity data shows that access to the once-niche service has surged from 17% of plans in 2014 to 42% by 2023, reflecting a ...

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 ...

BOSTON--(BUSINESS WIRE)--NEPC, LLC, one of the industry’s largest investment consulting firms, today published the 19th annual edition of its Defined Contribution (DC) Plan Trends and Fee Survey, ...

ST. LOUIS, July 23, 2025 /PRNewswire/ -- As Edward Jones continues to build out its suite of advisory offerings, including financial planning services, it is significantly increasing the number of ...

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 ...