While managed account programs have a lot to offer 401(k) participants, particularly when it comes to getting financial advice, plan sponsors could do better in promoting them to employees, according ...

How is AI being used in account-based go-to market (GTM) programs? How will AI impact these programs in the future? What are the top barriers to AI adoption? To find out, researchers at ForgeX and ...

Lucrative players of games like FarmVille and Words With Friends get personal account managers and entries to exclusive ...

Can a program that deposits $50 in a college savings account for every kindergarten student really make a difference? San Francisco’s Kindergarten 2 College (K2C) program began making just such ...

Green Dot Corporation GDOT is gaining from the expansion of its addressable market with the help of its banking-as-a-service (BaaS) account programs. The long-standing relationship with Walmart is ...