A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.

If you’re looking for a flexible way to earn more interest on your savings, Fidelity Investment’s Cash Management Account ...

In a new white paper, the consultancy walks through the benefit versus cost of personalized savings advice from defined contribution managed accounts for early to mid-career savers. Consultancy NEPC’s ...

Managed accounts are rapidly becoming a centerpiece of the modern 401(k). Fidelity data shows that access to the once-niche service has surged from 17% of plans in 2014 to 42% by 2023, reflecting a ...

A popular belief among retirement plan sponsors is no more than a myth, according to a new report from CEM Benchmarking released Aug. 21. Plan sponsors often believe that average balances in workers’ ...

Unified managed accounts (UMAs) and separately managed accounts (SMAs) are two account types that offer high-net-worth clients more control and flexibility than mutual funds. Both options let you ...