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 ...

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 ...

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 ...

Underneath the well-documented retirement crisis, another plight is unfolding: a scarcity of accessible, quality retirement advice. In defined contribution (DC) plans, participants have full ...

An SMA may be an option for investors with at least $50,000 and who want more control over their money managers. Many, or all, of the products featured on this page are from our advertising partners ...

For years, the retirement plan industry has debated whether managed accounts could replace target-date funds as the qualified default investment alternative of choice, but TDFs still have the lion’s ...

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 ...

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 accounts provides a structured way to deliver personalized investment and savings-rate guidance within DC plans. For the first time, we’ve examined managed accounts within the full complexity ...

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 ...

I’ve previously flagged investments that are best left out of investors’ taxable accounts because they have a record of kicking off sizable income/dividend distributions or making large capital gains ...