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 ...

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

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 ...

One of the most important decisions retirement plan sponsors and advisers have to make is which qualified default investment alternative makes sense for a plan’s participants. Authorized by the ...

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, ...

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 ...

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 ...

OneDigital on Tuesday announced the introduction of select private investments within its advisor-managed account program for 401(k) plan sponsors, expanding access to institutional-quality strategies ...

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

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 ...