James Chen, CMT is an expert trader, investment adviser, and global market strategist. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the ...
SEATTLE--(BUSINESS WIRE)--Russell Investments has expanded its suite of Personalized Managed Accounts (PMA) with the launch of eight fixed income and multi-asset separately managed accounts (SMA) to ...
Voya is giving advisors to retirement plans more room to tailor portfolios for clients with an enhancement to its managed account capabilities. Voya Financial Inc. has introduced Primary Plus, an ...
The specialist group will work to increase managed account participant usage and distribution across Voya platforms. Voya Financial Inc. has created a team of specialists focused on increasing ...
Innocap Investment Management Inc. (“Innocap” or “the Company”), the leading Dedicated Managed Account platform offering ...
What Are Unified Managed Accounts? What Are the Pr... What Are Unified Managed Accounts? What Are the Pros of a UMA vs. an SMA? How UMAs Support Tax-Aware Investing What Are the Benefits of Direct ...
SEI Investments Co. SEIC augmented its Separately Managed Account (SMA) and Unified Managed Account (UMA) solutions offered via the Managed Account Solutions program. These enhancements will enable ...
Separately managed accounts (SMAs), or custom investment portfolios overseen by professional money managers, were once reserved for the high-net-worth. But recently, according to The Wall Street ...
The $1 trillion Abu Dhabi Investment Authority has ramped up its use of separately-managed accounts to deploy large chunks of ...
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 ...
While managed account programs have a lot to offer 401(k) participants, particularly when it comes to getting financial advice, plan sponsors could do better in promoting them to employees, according ...
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