Report by Cerulli

Managed Accounts Should be Positioned as a Service, Not Just Another Investment Option

Date:

Managed Accounts Should be Positioned as a Service, Not Just Another Investment Option

Author: Gabriela Huerta

  1. Retirement Markets 2015: Growth Opportunities in Maturing Markets
  2. Managed accounts should be a complement rather than an adversary to target-date funds
  3. With increases in DC's assets, there is more interest in financial planning and personalized strategies