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Advisor Insights

Managed Accounts 2.0

The future lies in customization and automation.

By James Smith

On Oct. 9, Morningstar Investment Management held its first managed accounts symposium for consultants to explore how managed accounts can help provide the personalization that allows individuals to determine how much to save, make informed investment decisions, and then spend down sensibly. Our retirement thought leaders presented our latest research, including that on default investments showcased in “Default Investments: Made to Stick” on Page 40. Panels explored the role of retirement plan consultants and advisors in implementing and evaluating managed accounts offerings for plan sponsors.