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.

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.

Our roster includes a range of actively managed stock and bond portfolios, as well as low-cost index and exchange-traded funds. Or you can put your investments on cruise control with one of our ...

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

While there is significant interest among plan sponsors in adding personalized solutions to improve retirement outcomes, the current cost of managed accounts continues to be an impediment.

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 ...