As more employers are adding managed accounts to their retirement plans, there is a growing interest in also using them as a Qualified Default Investment Alternative (QDIA). 1 They offer personalized ...

Janus Henderson Concentrated Growth Managed Account returned 18.47% (gross) and the Russell 1000® Growth Index returned 17.84%. Stock selection in the information technology and industrials sectors ...

The Portfolio returned 3.51% (gross) and the 30% MSCI ACWI / 70% Bloomberg Glb Agg 3-5 Yr Index returned 2.73%. Positioning in the fixed income market supported relative performance, with a smaller ...

In the managed account market, what difference can fees make? This week Wealthcare Capital Management, an RIA and provider of wealth management advisory services in Richmond, Va., announced its new ...

Bill Harris is the CEO & founder of Evergreen Wealth. He's founded/led eight fintech companies, including PayPal, and Personal Capital. Over the past 150 years, the world of individual investing has ...

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 ...