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

Our disciplined, risk-aware approach helped the portfolio outperform the benchmark, returning -3.74% versus -7.12% for the Russell Midcap Growth Index. Strong stock selection in financials and ...

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

Janus Henderson Concentrated Growth Managed Account Portfolio returned 8.93% (gross) and the Russell 1000® Growth Index returned 10.51%. Stock selection in the consumer discretionary sector detracted ...

One of the most important decisions retirement plan sponsors and advisers have to make is which qualified default investment alternative makes sense for a plan’s participants. Authorized by the ...

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 ...

A new report from NEPC offers new insights in the workplace retirement savings space, particularly when it comes to the use of managed accounts and target-date solutions. For its 19th annual "Defined ...

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 ...

Nasdaq Fund Network (NFN) brings both transparency and distribution power to the growing models and managed accounts community. The NFN platform provides managers of model portfolios, separately ...

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 ...