New Partnership Debuts America-First Themed Investment Vehicles SARASOTA, Fla., April 15, 2025 (GLOBE NEWSWIRE) -- Trump Media and Technolo ...

SARASOTA, Fla., April 15, 2025 (GLOBE NEWSWIRE) -- Trump Media and Technology Group Corp. (Nasdaq, NYSE Texas: DJT) ("TMTG" or "the Company"), operator of the social media platform Truth Social, the ...

It is a separately managed account, not a fund, that uses a diversified portfolio of approximately 250 of the largest U.S. companies while seeking to enhance after-tax returns through the use of ...

Martin Small, chief financial officer of BlackRock, said creating a single managed account to provide access to private markets for financial advisors and their clients will be a “huge unlock.” Retail ...

Separately managed accounts (SMAs) allow clients to harvest losses throughout the year and decide when to realize gains, providing an opportunity for tax deferral and boosting investment growth ...

Investors’ aversion to paying taxes is as strong as ever, and asset managers are expanding their toolkits to provide more solutions in separately managed accounts. SMAs have one big advantage ...

Unified managed accounts can hold different types of investment vehicles in the same account, including: Separately managed accounts. Mutual funds. Exchange-traded funds. Stocks. Bonds. Options ...

Separately managed accounts (SMAs) are gaining traction among Canadian wealth managers, carving out a small but fast-growing niche, particularly when serving high-net-worth (HNW) clients.

Eagle Capital Management debuted a $1.9 billion ETF with assets from a separately managed account strategy. First Trust Advisors rolled four closed-end funds into one ETF.

Most 401 (k) plan participants don’t understand the difference between a target-date fund and a managed account and are clueless about their benefits, according to new report from Cerulli ...