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.

In the managed account market, what difference can fees make? This week Wealthcare Capital Management, an RIA and provider of wealth management advisory services in Richmond, Va., announced its new ...

Underneath the well-documented retirement crisis, another plight is unfolding: a scarcity of accessible, quality retirement advice. In defined contribution (DC) plans, participants have full ...

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’ ...

A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...