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Independent Retirement
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Compass
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Evolution of Managed AccountsMultnomah Group |
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May 9, 2025 On-Demand Webinar |
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In our Fiduciary Focus this week, Erik shares insights from a recent due diligence visit with a national managed account provider. He discusses the evolution of managed account products, their impact on participant savings rates and asset allocation, and the challenges posed by recordkeepers and advisors monetizing these tools. |