And unlike pooled investment vehicles like mutual funds, managed accounts are customized and actively overseen by a portfolio ...

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 ...

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 ...

If you’re looking for expert guidance to navigate market volatility and achieve your long-term financial goals, a managed investment account can offer personalized portfolio management by experienced ...

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 ...

SMA municipal fixed-income assets, both taxable and tax-exempt, have grown from $100 billion in 2008 to an estimated $1.2 trillion of the $4 trillion market at the end of Q1 2025. The muni market has ...

The fund has returned 10.16 percent over the past year, 15.61 percent over the past three years, 8.91 percent over the past five years and 9.29 percent over the past decade.