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 ...

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 ...

Under the agreement, UOB Kay Hian will adopt inCadense’s International Turnkey Asset Management Platform to support its separately managed account (SMA) and model portfolio solutions. The platform is ...

The Portfolio returned 3.84% (gross) and the 40% Msci Acwi Net/60% Bloomberg US Agg Linked returned 4.24%. Equity investments detracted from relative performance, while an overweight allocation to non ...

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 ...

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 ...

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

When it comes to building wealth and planning for the future, the type of account you choose matters just as much as the investments you make. Retirement accounts and investment accounts are two of ...