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 ...

SMA municipal fixed-income assets, both taxable and tax-exempt, have grown from $100 billion in 2008 to an estimated $1.2 trillion of the $4 trillion market at the end of Q1 2025. The muni market has ...

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

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 ...

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 ...

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 ...

Separately managed accounts (SMAs) have been utilized for decades to effectively manage client assets. Benefits include transparency, flexibility, control over costs, and choice. They can be optimized ...

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 ...

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 ...