A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers ...

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 ...

Payroll provider and investment manager cite goal of providing personalized retirement portfolio guidance to underserved small-employer market. The retirement divisions of payroll provider ADP Inc.

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

Retirement plan advisers are adopting the latest variety of managed-account platforms as their new best friend. Because the new platforms allow them to build their own participant portfolios — rather ...

When a federal trial court dismissed Hanigan v. Bechtel Global Corp. earlier this year, it sent a favorable message to advisors, record keepers and providers who are working together to bring managed ...

Morningstar Investment Management and asset manager Dimensional Fund Advisors are launching an automated managed accounts service for financial advisors and RIAs, to bring customizable planning and ...

A managed account is an investment account where a client has given written authorization to a representative of an investment dealer to select securities and execute trades on their behalf, for a fee ...