Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. A managed account is an investment account that is owned by an ...

At a recent TPSU training program, Fisher Investment’s Jonathan Dues made the case for managed accounts. One plan sponsor asked why she needed it, as her retirement plan advisor provided guidance to ...

The country’s largest recordkeepers are continuing to bet on managed accounts as a key tool to personalize retirement saving for plan participants. In conversations with Fidelity Investments, Empower, ...

It should have been a success story, but the opportunity to pitch the senior management of a major financial company proved otherwise for a successful wirehouse team I know. Invited to present ...

Hedge fund managers have not historically embraced managed account structures because they create additional complexity for fund managers. With most fund management companies now in capital-raising ...

Recent surveying shows more managed account sponsors are moving advisers to focus on clients, relying on home office or outsourced portfolio management. Managed accounts are poised to continue growing ...

Unified managed accounts (UMAs) and separately managed accounts (SMAs) are two account types that offer high-net-worth clients more control and flexibility than mutual funds. Both options let you ...

Managed accounts are rapidly becoming a centerpiece of the modern 401(k). Fidelity data shows that access to the once-niche service has surged from 17% of plans in 2014 to 42% by 2023, reflecting a ...

Bill Harris is the CEO & founder of Evergreen Wealth. He's founded/led eight fintech companies, including PayPal, and Personal Capital. Over the past 150 years, the world of individual investing has ...

Q. My plan is to retire at age 60. I am now 55. All my assets are in registered retirement savings plans (RRSPs), two-thirds of it in a fully managed account with a major brokerage. I find the returns ...

The Bank of New York Mellon Corporation BK has acquired Archer Holdco, LLC (“Archer”), a leading technology-enabled service provider of managed account solutions to the asset and wealth management ...

A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...