Discover the differences between managed accounts and mutual funds, including benefits, management styles, investment ...

Edelman Financial Engines, a leading independent wealth planning and workplace investment advisory firm managing more than $221 billion in assets for 1.2 million program members, has published new ...

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 ...

Hedge fund managers have not historically embraced managed account structures because they create additional complexity for fund managers. With most fund management companies now in capital-raising ...

With financial advisor-managed accounts expanding by the trillions of dollars, annuity issuers are pitching an insurance strategy designed to reduce the risk of outliving retirement savings.

Record keepers are racing to roll out adviser managed accounts in a bid to satisfy registered investment adviser firms clamoring to make the accounts available to their plan sponsor clients. Voya ...

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 ...

Managed account offerings in qualified retirement plans are designed to provide personalized investment advice and decisionmaking guidance to participants. But as every participant’s situation is ...

One of the many ways that financial advisors can add value to their clients is by helping them reduce their overall tax bill when it comes to investing. Separately managed accounts, or SMAs, provide a ...

A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them. Managed accounts appear to work well for participants who use them, but may ...

In the beginning, the typical 401(k) plan had three investment options broadly categorized as “stocks,” “bonds,” and “cash.” These represented the traditional asset classes. They were quite digestible ...