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Lockton and Morningstar Team Up to Offer Adviser Managed Accounts Lockton Investment Advisors LLC has teamed with Morningstar Investment Management LLC to provide adviser managed account services.  “In the rapidly evolving retirement space, our clients continue to lean on Lockton as a consultative advisory leader,” says Pam Popp, president of Lockton’s retirement practice. “The growing demand for personalized support to help multi-career workers reach financial security spurred our innovation and relationship with Morningstar Investment Management. We’re proud to offer a customizable retirement service that is designed to help participants and meet employer goals.” Lockton’s new service, FinanceGPS Managed Accounts, provides an alternative to target-date funds (TDFs), expanding the investment focus beyond the employee’s projected retirement date. The service creates personalized portfolios that integrate additional data, including the employee’s location, saving

United statesAmericansAmericaAmericanTom simonsonPam poppJamie ohlJonathan thomasMorningstar investment managementLockton investment advisorsLincoln financial groupMorningstar team up to offer adviser managedOffer adviser managedMorningstar investmentInvestment managementCentury investments