Managed accounts have been a defined contribution plan option for more than 20 years. Wilshire Advisors LLC’s November 2023 report, “The Future of DC: Personalized Investing,” noted that the ...

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 ...

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, ...

Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician (CMT). Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial ...

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 ...

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 ...

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 ...

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 ...

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 ...