Aptia Group today announced the launch of two new fully managed solutions on the AptiaOne platform. With the launch of ...

At a recent TPSU training program, Fisher Investment’s Jonathan Dues made the case for managed accounts. One plan sponsor asked why she needed it, as her retirement plan advisor provided guidance to ...

The country’s largest recordkeepers are continuing to bet on managed accounts as a key tool to personalize retirement saving for plan participants. In conversations with Fidelity Investments, Empower, ...

The Bank of New York Mellon Corporation BK has acquired Archer Holdco, LLC (“Archer”), a leading technology-enabled service provider of managed account solutions to the asset and wealth management ...

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 ...

Bill Harris is the CEO & founder of Evergreen Wealth. He's founded/led eight fintech companies, including PayPal, and Personal Capital. Over the past 150 years, the world of individual investing has ...

Q. My plan is to retire at age 60. I am now 55. All my assets are in registered retirement savings plans (RRSPs), two-thirds of it in a fully managed account with a major brokerage. I find the returns ...