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

Morningstar found that their plan inclusion generates the largest relative improvements for lower- and middle-income plan participants.

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 ...

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

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 ...

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 ...

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

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 ...

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 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 ...