A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...

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 Managed Accounts Interview Jeffrey Snyder and Matthew Condos discuss managed accounts in retirement planning. The conversation focuses on the importance of personalization ...

According to Vanguard, a record 67% of plan participants used professionally managed investment accounts instead of managing their own portfolios. Vanguard data shows TDF investors and those in ...

BlackRock and Partners Group debut first joint private markets investment account through Morgan Stanley, offering three risk ...

CHICAGO--(BUSINESS WIRE)--The Morningstar Center for Retirement & Policy Studies, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the ...

The Portfolio returned 3.84% (gross) and the 40% Msci Acwi Net/60% Bloomberg US Agg Linked returned 4.24%. Equity investments detracted from relative performance, while an overweight allocation to non ...

Janus Henderson Mid Cap Value Managed Account returned 3.20% (gross) and the Russell Midcap® Value Index returned 5.35%. Stock selection in the consumer discretionary sector detracted from relative ...

When a federal trial court dismissed Hanigan v. Bechtel Global Corp. earlier this year, it sent a favorable message to advisors, record keepers and providers who are working together to bring managed ...

Mariner takes a hands-on approach to wealth management, but its high account minimums and fees might be limiting for some investors ...