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 ...
Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save ...
It's nearly impossible to ignore the rallying call for managed accounts. Ninety percent of advisors netting $300,000 or more annually collect some fee revenue, and more than half of them garner at ...
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 ...
On Oct. 9, Morningstar Investment Managementheld its first managed accounts symposium forconsultants to explore how managed accounts canhelp provide the personalization that allowsindividuals to ...
Separately managed accounts (SMAs), or custom investment portfolios overseen by professional money managers, were once reserved for the high-net-worth. But recently, according to The Wall Street ...
Edelman Financial Engines, a leading independent wealth planning and workplace investment advisory firm managing more than $221 billion in assets for 1.2 million program members, has published new ...
Merrill Lynch reported this morning that its individually managed account business survived the events of Sept. 11 well, without lots of clients bailing out. Redemption rates were about three-quarters ...
GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--For years plan sponsors and consultants have compared the outcomes of managed accounts and target date funds within workplace retirement plans. The thinking ...
The Portfolio returned 3.84% gross as resilient consumer spending and potential rate cuts support positive market ...
Janus Henderson's account returned 6.27 percent while trailing its benchmark index. Review the full report to help guide your ...
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