New ‘Primary Plus’ investment lineup introduced as Voya’s total assets in managed account solutions increase 27% in the first quarter of 2024 WINDSOR, Conn.--(BUSINESS WIRE)-- Voya Financial, Inc.

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), America’s top independent wealth planning 1 and workplace 2 investment advisory firm, today released a ground-breaking report that features ...

QUEBEC CITY, March 20, 2025 /CNW/ - iA Private Wealth ("iAPW"), a subsidiary of iA Financial Group ("iAFG"), is pleased to announce a series of major enhancements to the Elite Unified Managed Account ...

The US Department of Labor recently issued an advisory opinion clarifying whether a managed account–based lifetime income offering could qualify as a qualified default investment alternative. In ...

Envestnet is the largest turnkey asset management program (TAMP) provider in the US, with about $666 billion in assets under management, according to Aranca's latest TAMP landscape report. The ...

Broadcast Retirement Network's Jeffrey Snyder discusses managed accounts and personalization with Lincoln Financial's Matthew Condos. Jeffrey H. Snyder, Broadcast Retirement Network This morning, the ...

NAPA launches 401(k) managed accounts certificate program; Vanguard expands tax-exempt ETF lineup; Cohen & Steers, IDR launch hybrid real estate strategy; and more. The National Association of Plan ...

The growing demand for managed accounts has created a supermarket of confusing product choices. The aisles are crowded with investors trying to figure out what they need and with advisors eager to ...

A new report from NEPC offers new insights in the workplace retirement savings space, particularly when it comes to the use of managed accounts and target-date solutions. For its 19th annual "Defined ...

In this year’s survey by Cerulli Associates, platform consolidation regained its place as the top priority of managed account providers. The Department of Labor (DOL) fiduciary rule is affecting how ...

Broadcast Retirement Network Managed Accounts Interview Jeffrey Snyder and Matthew Condos discuss managed accounts in retirement planning. The conversation focuses on the importance of personalization ...