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 ...

The proportion of an RIA’s assets at Schwab that can be held at the long-short separately managed accounts, or SMAs, can no ...

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 ...

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 ...

ASIC should be cautious about pushing back too hard on managed accounts as the alternative would be advisers playing ...

You can simplify your investing by using a separately managed account (SMA) or a robo-advisor. An SMA suits those who have firm and identifiable investment goals, but these accounts are limited to a ...

NEW YORK, Feb. 26, 2026 /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 ...

The growing demand for managed accounts has created a supermarket of confusing product choices. The aisles are crowded with investors trying to figure out what they need and with advisors eager to ...