It’s amazing how the focus on defined-contribution participants came to dominate the conversation and focus of industry professionals almost overnight. Everyone wants to help people solve their financial and benefit issues at work, but providers and advisers must figure out ...

Franklin Templeton has been partnering up with several firms on its Goals Optimization Engine, an indication that the company sees much more potential in adviser managed accounts and model portfolios. Earlier this month, the San Mateo, California-based company announced that ...

OneDigital, an Atlanta-based insurance broker, and Ascensus, a Dresher, Pennsylvania-based record keeper, have created a wealth management and wellness package for small retirement plans. Called the OneDigital Complete Retirement Solution, the package gives employees access to personalized investment strategies and ...

Adviser managed accounts at Empower Retirement have surpassed $1.5 billion in assets and are being used by more than 500 plans and 14 advisory firms, the company said in a release. Empower created the adviser managed account program in 2019. ...