Managed Accounts

This station houses posts and commentary about the advantages and disadvantages of using managed accounts in 401(k) plans, addressing the perspectives of the advisor, the plan sponsor and plan participants.

 

 

By Fred Barstein2/23/2015 • 0 Comments

While many see target date funds as a blunt instrument, assuming that all people set to retire within a five-year window have the same investment goals, most would also agree they are a better choice than investors managing their portfolios on their own. But what about managed accounts? READ MORE

By NAPA Net Staff10/22/2014 • 0 Comments

According to Cerulli, the managed account market will climb to $6.7 trillion in assets under management by 2017, an 18% compound annual growth rate between 2013 and 2017. What might that mean for your business? READ MORE

By Fred Barstein9/22/2014 • 0 Comments

One of a series of InvestmentNews articles for plan advisors addresses the issue of managed accounts. Many experts are quick to dismiss managed accounts as a niche that has gathered minimal assets. But those assets have almost doubled over the past two years, to an estimated $163 billion, according to Cerulli.

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