Managed account solutions may present opportunities for wealth management firms to grow assets and revenues, but they also carry risks that must be effectively managed. As many areas of the wealth ...

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 ...

It's nearly impossible to ignore the rallying call for managed accounts. Ninety percent of advisors netting $300,000 or more annually collect some fee revenue, and more than half of them garner at ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. A managed account is an investment account that is owned by an ...

On Oct. 9, Morningstar Investment Managementheld its first managed accounts symposium forconsultants to explore how managed accounts canhelp provide the personalization that allowsindividuals to ...

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--For years plan sponsors and consultants have compared the outcomes of managed accounts and target date funds within workplace retirement plans. The thinking ...

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 ...

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 ...

Janus Henderson reports its mid cap value strategy trailed the index during a rally led by lower quality stocks. Review our ...

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 ...

Janus Henderson's account returned 6.27 percent while trailing its benchmark index. Review the full report to help guide your ...