Morningstar found that their plan inclusion generates the largest relative improvements for lower- and middle-income plan participants.

Recent surveying shows more managed account sponsors are moving advisers to focus on clients, relying on home office or outsourced portfolio management. Managed accounts are poised to continue growing ...

Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save ...

Hedge fund managers have not historically embraced managed account structures because they create additional complexity for fund managers. With most fund management companies now in capital-raising ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. A managed account is an investment account that is owned by an ...

A “managed account” is a discretionary portfolio management service that makes investment decisions for individual participants within the confines of a 401(k) plan and its fund options. This service ...

It's nearly impossible to ignore the rallying call for managed accounts. Ninety percent of advisors netting $300,000 or more annually collect some fee revenue, and more than half of them garner at ...

While managed account programs have a lot to offer 401(k) participants, particularly when it comes to getting financial advice, plan sponsors could do better in promoting them to employees, according ...

Separately managed accounts (SMAs), or custom investment portfolios overseen by professional money managers, were once reserved for the high-net-worth. But recently, according to The Wall Street ...

Even though industry data does not track redemption rates of managed accounts, industry sources say the number is about 15% — less than mutual funds. “There's no industry statistics to draw from, so I ...

On Oct. 9, Morningstar Investment Managementheld its first managed accounts symposium forconsultants to explore how managed accounts canhelp provide the personalization that allowsindividuals to ...

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--For years plan sponsors and consultants have compared the outcomes of managed accounts and target date funds within workplace retirement plans. The thinking ...