A 2022 update on how managed accounts services can help guide employees ... Reproduction, transcription, or other use, by any means, in whole or in part, without the prior written consent of ...

More financial advisers are putting client money into managed accounts to free up their time to grow their books, but some in ...

Research points to growing need for tailored solutions in pension plans, as well as the shift towards passive in target-date ...

Separately managed accounts, or SMAs, provide a platform for advisors to help their clients invest in tax-smart strategies in an efficient and low-cost way. Separately managed accounts give ...

The number of employers offering managed accounts in their workplace retirement savings plans has shrunk, according to NEPC ...

Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census. In its FUM census, the Institute of Managed Account Professionals (IMAP), ...

UBS Separately Managed Accounts (SMAs) leverage the 35-year institutional investment discipline and process of UBS Asset Management (Americas) LLC. to meet the distinctive needs of high-net-worth ...

Many plan sponsors believe personalized advice and guidance will improve retirement outcomes and see managed accounts as the ...

Potential in managed accounts While over the last 20 years, NEPC has seen an increase in DC plans offering managed accounts, that trend has stagnated in the past 3-5 years – even starting to ...

before entering a managed accounts service. The information contained in this document is the proprietary material of Morningstar Investment Management. Reproduction, transcription, or other use ...