Beyond Investments: The Value of Advice from Managed Accounts
One myth about managed accounts is that their sole function is to provide investment allocation recommendations based upon participants data beyond age. In reality, managed accounts is an advice service, providing participants financial advice at a scale that can reach those who may not have access to a financial advisor. From Social Security optimization, savings rate guidance, recommended retirement age, and more, join us as we break down the value of advice from managed accounts. By walking through specific examples and our proprietary user interface, we’ll show how tailored advice could help drive better retirement outcomes.
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- Debunk Managed Accounts Myths – Common misconceptions and the role of managed accounts in delivering advice.
- Review the Spectrum of Retirement Advice – How managed accounts support Social Security planning, savings rates, drawdown strategies, and beyond.
- Demonstrate the Power of Personalization – Particular examples of how managed accounts impact participant outcomes through tailored financial advice.
