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Tag: SMAs
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Recordkeeper Consolidation: Good or Bad News for Small Managed Accounts?
Industry participants are mixed on whether recordkeeper consolidation will help or hinder business opportunities for managed accounts.
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Retirement Industry People Moves
T. Rowe adds new role to lead growing separately managed accounts business; Megan Schneider named CEO of Retirement & Benefit...
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Asset Managers Scramble to Offer In-Demand Investment Vehicles
Asset managers are replicating existing mutual fund investment strategies in separately managed accounts and collective investment trusts to meet demand...
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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...