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

A new survey finds that cost remains a key barrier to managed account adoption, but 70% of plan sponsors would consider offering them as an opt-in option if fees dropped to 10 basis points or less.

In the managed account market, what difference can fees make? This week Wealthcare Capital Management, an RIA and provider of wealth management advisory services in Richmond, Va., announced its new ...

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 ...

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers ...

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 ...

Two investment platforms have unveiled updates to their managed account offerings, targeting advisors looking for enhanced flexibility and efficiency in portfolio management. SEI Investments ...

Using the new model, Morningstar’s Center for Retirement & Policy Studies found that managed accounts can boost median projected retirement outcomes across all participant groupings studied CHICAGO, ...

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 ...

ST. LOUIS, July 23, 2025 /PRNewswire/ -- As Edward Jones continues to build out its suite of advisory offerings, including financial planning services, it is significantly increasing the number of ...

A new report evaluating advisers’ attitudes and use of managed accounts has highlighted its sustained popularity, with exchange-traded funds (ETFs) among the most popular products in these portfolios.