Retirement Industry People Moves
T. Rowe adds new role to lead growing separately managed accounts business; Megan Schneider named CEO of Retirement & Benefit...
Tag: separately managed accounts
Investment Product and Service Launches
Fidelity Investments expands lineup of SMAs; Unision Risk Advisors launches PEP; Retiree, Inc. creates first decumulation model portfolio; and more.
Investment Product and Service Launches
CTIM adopts Bloomberg PORT Enterprise, AIM solutions; SS&C Technologies introduces insurance marketplace; Franklin Templeton announces new all-inclusive fee structure; and...
Investment Product and Service Launches
Broadridge Financial acquires portfolio management solutions provider; Putnam offers new SMAs and model portfolios; Pacific Global adds ETFs to complement...
Pershing Offers Turnkey Managed Account Solution for RIAs
Managed360 features a diverse set of investment options.
HD Vest, Envestnet Partner on Tools to Help Advisers Grow Their Business
These include model management, proposal generation, unified managed accounts, overlay models, online reporting and the consolidation of plan data.
Argument for Less SMA Use by DB Plan Sponsors
Vanguard research questions whether the risk-matching precision of SMAs is worth the cost and complexity.