The rise and rise of managed accounts, especially separately managed accounts (SMAs) and managed discretionary accounts (MDAs), has reshaped the economics and efficiencies of financial advice ...

First Trust currently manages approximately $268 billion in assets as of May 30, 2025, through various investment vehicles including ETFs, closed-end funds, mutual funds and separate managed accounts.

These assets come from separate managed accounts, unified managed accounts, unit investment trusts, an open-end mutual fund, actively managed exchange-traded funds, and the Fund.

Now available through Orion’s platforms within their Unified Managed Account (UMA) portfolio structure: J.P. Morgan SMAs: Large Cap Growth SMA Equity Income SMA Growth Advantage SMA Large Cap ...

Simply put, compound interest is interest earned on interest. It’s a powerful tool to maximize your savings, and there are several types of compound interest-earning accounts to choose from. We ...