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 ...

Conversely, more aggressive managed accounts that may rely more heavily on stock performance, can be riskier investments in periods of economic volatility — presenting short-term money losses ...

Separately managed accounts, or SMAs ... alcohol and weapons, or a stock already owned elsewhere, such as company stock. A client can also wish to include specific securities or sectors.

The Janus Henderson Concentrated All Cap Growth Managed Account Portfolio returned 3.34% (gross) and the Russell 3000® Growth ...

Direct indexing is by far the most popular form of tax management, but other investments like model portfolios, fixed income, and active stock separately managed accounts are expected to grow quickly.

A federal judge in Virginia dismissed for a second time a lawsuit filed against Bechtel Global Corp., its board of directors and its trust and thrift plan committee alleging the company defaulted plan ...

President Trump's company is moving closer to selling financial products to the public. Trump Media and Technology Group said Thursday it has applied for trademarks for a series of exchange-traded ...

Based in Montreal, Innocap provides institutional allocators with a way to structure, access and monitor their investments through dedicated managed accounts The ADIA investment is part of a ...