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 ...

I can still see myself, a number of years ago, sitting in front of a trusted colleague as they asked me to consider having our firm offer proprietary advisor managed accounts. My answer was a flat-out ...

For years, the retirement plan industry has debated whether managed accounts could replace target-date funds as the qualified default investment alternative of choice, but TDFs still have the lion’s ...

As defined contribution plan participants crave increased personalization in their investments, managed accounts remain one of the most common—and perhaps lucrative—vehicles through which participants ...

Good morning, Jeff, and it's a pleasure to be here. Jeffrey Snyder, Broadcast Retirement Network Yeah, and I'm really excited to talk about this. We have talked on the network about managed accounts.

Could managed accounts offer new opportunities for your clients' retirement plans? In this Fastchat video, Spencer Look from the Morningstar Center for Retirement & Policy Studies presents new ...

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 ...

The average participant account balance increased 13% year over year in 2025, reaching an all-time high of $167,970.

CHICAGO--(BUSINESS WIRE)--The Morningstar Center for Retirement & Policy Studies, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the ...

The integration of private market funds into defined-contribution (DC) plans offers new opportunities for diversification and returns, but it also introduces complex liquidity challenges. For asset ...

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 ...