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The New Managed Accounts Landscape

Jul 29, 2019

The RLF’s most well-attended webinar last year was The Future of the QDIA. This year, the topic is heating up again with a particular emphasis on managed accounts. With providers and advisors striving to deliver a more personalized participant experience, even more time and energy is being spent on the investment offering and strategies that chip away at the traditional QDIA (i.e. TDF). Whether it’s incorporating additional data points into investment and asset allocation decisions or a full fledged managed account solution, leading firms are revisiting their approach to managed solutions. Join us on July 24th for insight into:

  • The 2019 QDIA Landscape
  • Factors driving interest in managed accounts and the ongoing hurdles to driving adoption
  • How new offerings (advisor managed accounts, simplified managed accounts) may change the entire competitive landscape

 

Replay the Webinar: click here

Meeting Materials: click here