It's a great alternative to mutual funds—if you can afford it Katrina Lamb, CFA, is the head of investment strategy and research for MV Financial. She has 25+ years of experience in the investment ...

A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...

Edward Jones has added 53 separately managed accounts it offerings to clients, nearly doubling the amount available, the firm announced. The addition is designed to build out the firm’s suite of ...

Charles Schwab caps long-short SMA allocations at 30% and raises account minimums, restricting $21.3 billion in margin loans ...

Nuveen, the investment manager of TIAA, has launched a new municipal separately managed account to give advisors more options in the municipal high-yield investment space. The Nuveen High Income ...

Can major surgery be good for business? It can if you structure your book the way Harold Pomerantz did. Two years ago Pomerantz, now a senior vice president in the private client group of Ryan Beck in ...

In this year’s survey by Cerulli Associates, platform consolidation regained its place as the top priority of managed account providers. The Department of Labor (DOL) fiduciary rule is affecting how ...

Separately managed account assets dropped 5.6 percent to $392.57 billion for the third quarter from $415.86 billion in the previous quarter, according to The Money Management Institute (MMI). But at ...

The Zephyr PSN Outlook for 2026 aims to build on the success of previous editions. The 2025 PSN Mid-Year Outlook achieved significant recognition, receiving nominations for thought leadership in both ...

Brown debuted a separately managed account named after a premium cut of steak — built to hold what he considers the market's ...