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/PRNewswire/ -- Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—announced that Franklin...
/PRNewswire/ -- Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—announced that Franklin...
With the partnership, participants in smaller plans will have access to a goals-based investing solution.
NextCapital gets managed-accounts deal with Prudential Prudential Retirement plans to launch the service, Advice and Income Engines, sometime during the first quarter of 2021. It will provide retirement planning and personalized portfolio management to Prudential’s defined-contribution plan participants. February 2, 2021 2 MINS NextCapital inked a deal with Prudential, the companies announced today, marking the 10th retirement services company for which the fintech firm provides managed accounts. Prudential Retirement plans to launch the service, Advice and Income Engi...
Franklin Templeton’s managed account product could be future for DCIOs Managed accounts offer DCIOs the opportunity to be a more active and important part of the DC ecosystem. It moves them from being dependent on record keepers, advisers and plan sponsors to create the strategy to help participants, to being an advice provider of customized investment solutions. February 3, 2021 3 MINS The recent announcement of Franklin Templeton’s Goals Optimization Engine, initially in partnership with Vestwell, may mark the next evolution for defined-contribution investment-only...