As more employers are adding managed accounts to their retirement plans, there is a growing interest in also using them as a Qualified Default Investment Alternative (QDIA). 1 They offer personalized ...

However, personalization can be brought into a defined contribution plan like a 401k, 403b or governmental 457 plan and made ...

Heightened interest in managed accounts is not incidental to a daunting reality service providers are facing: More money has been leaving workplace retirement plans than is coming in, a phenomenon ...

Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be able to afford an individual adviser. Many plan advisers and their clients ...

The past few years have seen a number of recordkeepers roll out new “adviser managed accounts,” i.e., managed accounts that include the consulting services of an independent registered investment ...

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 ...

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 ...

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 ...

Separately managed accounts are a rapidly growing segment of the financial industry, encompassing an estimated $620 billion in assets under management as of mid-2005, according to the Money Management ...