SMA municipal fixed-income assets, both taxable and tax-exempt, have grown from $100B in 2008 to an estimated $1.2T of the ...

Separately managed accounts (SMAs), or custom investment portfolios overseen by professional money managers, were once reserved for the high-net-worth. But recently, according to The Wall Street ...

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 ...

Cumberland has utilized separately managed accounts (SMAs) to execute its fixed-income strategy since the company’s inception in 1973, long before SMAs were popularized in the early 2000s. The reasons ...

A separately managed account (SMA) is a portfolio of assets managed by a professional investment firm. In the United States, the vast majority of such firms are called registered investment advisors.

Separately managed accounts, the professionally run customized portfolios marketed by brokerage firms and independent investment advisers, are booming. The Money Management Institute, a ...

Individual investors looking to personalize their portfolios are pouring billions of dollars into “separately managed accounts,” bucking the trend toward passive investing in mutual funds and exchange ...

LIVONIA, Mich., Feb. 06, 2024 (GLOBE NEWSWIRE) -- Fewer advisors anticipate increasing their allocations to model portfolios in the year ahead, according to data from a Cogent Syndicated report by ...

Consumers are increasingly seeking greater personalization. According to a McKinsey report, "The value of getting personalization right—or wrong—is multiplying," 71% of consumers stated that they ...

The recent approval by the SEC of spot Bitcoin ETFs was nothing short of historic, offering a new avenue for safe and compliant access to the largest cryptocurrency. Since January 10, there have been ...