Managed accounts have been a defined contribution plan option for more than 20 years. Wilshire Advisors LLC’s November 2023 report, “The Future of DC: Personalized Investing,” noted that the ...

NextCapital inked a deal with Prudential, the companies announced today, marking the 10th retirement services company for which the fintech firm provides managed accounts. Prudential Retirement plans ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. "We are extremely pleased to partner with DTCC on this initiative. The ...

The Depository Trust&Clearing Corporation (DTCC) introduced MAS Portal, a new Web-based interface to its Managed Accounts Service (MAS) that will enable immediate connectivity for investment managers ...

At BNY Mellon Pershing’s annual INSITE conference, held virtually this week, the custodian revealed a new multi-custodial managed accounts software for financial advisors and an integration portal for ...

Managed accounts are little more than a blip on the 401(k) qualified default investment alternative landscape. That could begin to change, however, as participants age and their retirement investment ...

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--Empower Retirement today announced a new means of delivering customized advisory services to workers saving for retirement through close collaboration with ...

At a recent TPSU training program, Fisher Investment’s Jonathan Dues made the case for managed accounts. One plan sponsor asked why she needed it, as her retirement plan advisor provided guidance to ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The platform is designed to meet hedge funds' increasing demand for ...

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 ...