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 ...

Edward Jones has added 53 separately managed accounts it offerings to clients, nearly doubling the amount available, the firm announced. The addition is designed to build out the firm’s suite of ...

Nuveen, the investment manager of TIAA, has launched a new municipal separately managed account to give advisors more options in the municipal high-yield investment space. The Nuveen High Income ...

Many financial advisors consider the advice they offer to clients on asset allocation to be part of how they add value. Yet, they often fail to see cash as an important asset class to be managed. In ...

Separately managed account assets dropped 5.6 percent to $392.57 billion for the third quarter from $415.86 billion in the previous quarter, according to The Money Management Institute (MMI). But at ...

NEW YORK, Feb. 26, 2026 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software has released its highly anticipated PSN Top Guns ...

You can simplify your investing by using a separately managed account (SMA) or a robo-advisor. An SMA suits those who have firm and identifiable investment goals, but these accounts are limited to a ...

NEW YORK, May 22, 2026 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software has released its highly anticipated PSN Top Guns ...