Managed accounts have been an option in defined contribution plans for more than two decades, but with limited adoption and engagement, many think they are not being realized to their true potential.

A recent report calls managed accounts one of the most common forms of personalization providing professionally managed, individualized investment and savings-rate guidance.

One of the most important decisions retirement plan sponsors and advisers have to make is which qualified default investment alternative makes sense for a plan’s participants. Authorized by the ...

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 ...

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 ...

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers ...

A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...