James Chen, CMT is an expert trader, investment adviser, and global market strategist. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the ...

If you’re looking for expert guidance to navigate market volatility and achieve your long-term financial goals, a managed investment account can offer personalized portfolio management by experienced ...

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.

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, ...

A new report from NEPC offers new insights in the workplace retirement savings space, particularly when it comes to the use of managed accounts and target-date solutions. For its 19th annual "Defined ...

High commissions and charges, like investment fees, are maddening, whether hidden or out in the open. These pesky charges also come with a financial cost. Anyone who’s ever bought a concert ticket or ...

While managed account programs have a lot to offer 401(k) participants, particularly when it comes to getting financial advice, plan sponsors could do better in promoting them to employees, according ...