A recent report calls managed accounts one of the most common forms of personalization providing professionally managed, individualized investment and savings-rate guidance.

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, ...

Making the case for managed accounts, the firm reported its service increased participants’ saving rates, especially among those who were not on track for retirement. Almost two-thirds of retirement ...

I can still see myself, a number of years ago, sitting in front of a trusted colleague as they asked me to consider having our firm offer proprietary advisor managed accounts. My answer was a flat-out ...

Annual Defined Contribution Consultant Study captures viewpoints on key retirement trends and investment themes from 36 of the nation's leading consultant and advisory firms BALTIMORE, Sept. 9, 2025 ...

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 ...

A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...

After four bruising years in which inflation and declining bond markets slammed Americans’ nest eggs, retirement accounts made a big comeback in 2025 — regaining much of what was lost while feeling ...