World Investment Advisors, formerly known as the Pensionmark Financial Group, announced the launch of a new open-architecture, multi-custodial investment and portfolio management platform.

Advisers who use managed accounts are saving three days a week on average, according to research from Investment Trends and ...

A 2022 update on how managed accounts services can help guide employees on how much to save, how to invest their savings, and when to retire. In this updated paper, we continue to analyze the ...

More financial advisers are putting client money into managed accounts to free up their time to grow their books, but some in ...

A new report from NEPC offers new insights in the workplace retirement savings space, particularly when it comes to the use of managed accounts and target-date solutions. For its 19th annual ...

Followed categories will be added to My News. An estimated 59 per cent of advisers are now using managed accounts, up from 56 per cent a year ago and just 20 per cent in 2015, according to a new ...