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 ...

ST. LOUIS, July 23, 2025 /PRNewswire/ -- As Edward Jones continues to build out its suite of advisory offerings, including financial planning services, it is significantly increasing the number of ...

Amid compressing fees and mushrooming fund options, asset managers are clashing for market share in a new arena: personalization. Thanks to recent technological leaps, Dimensional Fund Advisors hopes ...

Are separate accounts for you? Any time someone says you can "invest like the super-rich," they're missing the point. It's more important to be super-smart about the way you invest. That difference ...

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 ...

[Among the fastest-growing product vehicles in the industry, separately managed accounts, per the FUSE Research Network, are projected to top $5.1 trillion in assets in 2026, reflecting a 15.4% CAGR ...

NEW YORK, Aug. 20, 2025 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software has released its highly anticipated PSN Top Guns ...

SARASOTA, Fla., Jan. 13, 2026 (GLOBE NEWSWIRE) -- Trump Media and Technology Group Corp. (DJT) ("Trump Media" or "the Company"), operator of the social media platform Truth Social, the streaming ...