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In PWD coverage since August 18, 2026 · 10 stories

PWD coverage

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Retirement managed accounts shift to adviser-controlled rails

Vanguard opens custom models to outside platforms, Pontera reaches held-away 401(k)s without custody, and SEI clears the back office with AI. The adviser's desktop is becoming the point of assembly for retirement capital.

the_wrap · Aug 21T. Rowe's $19 billion bond bet moves target-date fight into the sleeves

practice · Aug 20Vestmark at 25: $50 billion, five cycles, and an AI bet

advisers · Aug 19Vanguard lets advisers customize its model portfolios

portfolio · Aug 19Vanguard launches customizable models without breaking the 0.07% expense ratio

portfolio · Aug 18Vanguard's customizable models test the low-cost promise

portfolio · Aug 18Vanguard opens four model portfolios to outside fund choices

The Close · Aug 18Vanguard bends to RIAs, and John Bogle's ghost winces

advisers · Aug 18Vanguard custom models put a dial in advisers' hands

advisers · Aug 18Vanguard opens model portfolios to adviser customization

Vestmark

Retirement managed accounts shift to adviser-controlled rails

The Morning Brief