Advisers who use managed accounts are saving three days a week on average, according to research from Investment Trends and State Street Global Advisors. The findings come as the regulator says the ...

More financial advisers are putting client money into managed accounts to free up their time to grow their books, but some in the industry caution the higher fees mean these investment options may not ...

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.

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 ...

The "first of its kind" customizable portfolios, offered through a UMA, blend the giant asset manager's private strategies ...

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 ...

The Charlotte investment firm said it intends to expand its local team as it continues to identify and manage investments.

The number of employers offering managed accounts in their workplace retirement savings plans has shrunk, according to NEPC’s "Defined Contribution Plan Trends and Fee Survey" released March 4.

Potential in managed accounts While over the last 20 years, NEPC has seen an increase in DC plans offering managed accounts, that trend has stagnated in the past 3-5 years – even starting to ...

BOSTON, March 04, 2025--(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 ...