Discover the process of liquidating mutual funds, including fees, taxes, and potential impacts on returns, to make informed ...

While debates rage about the relative merits of mutual funds and exchange-traded funds, the biggest change to asset management is taking place elsewhere: in a surge of separately managed accounts, or ...

Cumberland has used separately managed accounts (SMAs) to execute its fixed-income strategies since the company’s inception in 1973, long before SMAs were popularized in the early 2000s. The reasons ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...

Vanguard has decided to reopen two actively managed stock mutual funds. On Tuesday the firm announced that it would reopen its Primecap (VPMCX) and Primecap Core (VPCCX), which have been closed off to ...

BOSTON (InvestorForce.Com) - The stock market collapse in the fourth quarter cost the managed accounts industry 5 percent of assets, though total assets in that fast-growing market jumped 23.1 percent ...

WINDSOR, Conn.--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE: VOYA), announced today the launch of Primary Plus, an expanded lineup of non-core investment solutions within its Advisor Managed Account ...