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.

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 ...

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 ...

Named WorldMAP for World Managed Account Platform, the new in-house solution is designed to help advisors save time, grow revenues, and optimize client outcomes by providing access to a wide range of ...

Envestnet Inc., headquartered in Berwyn, Pa., has launched direct indexing for unified managed accounts in Canada. The new ...

Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software, has released its highly anticipated Zephyr PSN Outlook for 2025. Asset management firms ...

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 ...

BlackRock (NYSE: BLK) has gone live with a "customizable" public-private model portfolio within a Unified Managed Account ...

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 ...

With this launch, Envestnet, through its QRG Capital Management, Inc. asset management unit, is introducing an innovative DI solution within a UMA structure, enabling Canadian advisors to seamlessly ...

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 ...