Investing in managed accounts may be an option for supplementing income from a retirement account or Social Security and can consist of a portfolio of investments in stocks, bonds, professionally ...

The number of employers offering managed accounts in their workplace retirement savings plans has shrunk, according to NEPC’s "Defined Contribution Plan Trends and Fee Survey" released March 4.

Followed categories will be added to My News. An estimated 59 per cent of advisers are now using managed accounts, up from 56 per cent a year ago and just 20 per cent in 2015, according to a new ...

A 2022 update on how managed accounts services can help guide employees on how much to save, how to invest their savings, and when to retire. In this updated paper, we continue to analyze the ...

Potential in managed accounts While over the last 20 years, NEPC has seen an increase in DC plans offering managed accounts, that trend has stagnated in the past 3-5 years – even starting to ...

UBS Separately Managed Accounts (SMAs) leverage the 35-year institutional investment discipline and process of UBS Asset Management (Americas) LLC. to meet the distinctive needs of high-net-worth ...

Separately managed accounts, or SMAs, where investments are managed by a professional asset manager but owned directly by the investor, give clients maximum control. They allow customization ...