Advisors have long known that effective retirement planning requires consideration of a complex set of financial variables, much more than a projected retirement date.

The collaboration reflects a broader trend of consolidating siloed investment processes into unified account frameworks.

As defined contribution plan participants crave increased personalization in their investments, managed accounts remain one of the most common—and perhaps lucrative—vehicles through which participants ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...

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 ...

Even though industry data does not track redemption rates of managed accounts, industry sources say the number is about 15% — less than mutual funds. “There's no industry statistics to draw from, so I ...

Cash App will let kids between the ages of 6 and 12 use its debit cards through new accounts managed by a parent or legal ...

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 ...

Broadcast Retirement Network's Jeffrey Snyder discusses managed account marketing versus research with Ronald Smith, FSA. Jeffrey Snyder, Broadcast Retirement Network Well, Ron, it is so great to see ...

For years, the retirement plan industry has debated whether managed accounts could replace target-date funds as the qualified default investment alternative of choice, but TDFs still have the lion’s ...

Morningstar says that Generation Development Group’s growth in managed accounts has failed to meet investor expectations and ...