A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...

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 ...

One of the most important decisions retirement plan sponsors and advisers have to make is which qualified default investment alternative makes sense for a plan’s participants. Authorized by the ...

Morningstar found that their plan inclusion generates the largest relative improvements for lower- and middle-income plan participants.

Lower- and middle-income participants could also potentially see increased wealth/salary ratios with managed accounts, ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...

According to Vanguard, a record 67% of plan participants used professionally managed investment accounts instead of managing their own portfolios. Vanguard data shows TDF investors and those in ...

OneDigital on Tuesday announced the introduction of select private investments within its advisor-managed account program for 401(k) plan sponsors, expanding access to institutional-quality strategies ...

A new Morningstar study suggests managed accounts can significantly boost retirement wealth, particularly for younger workers ...

Please see the last page for important GIPS® disclosures. Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value.

When a federal trial court dismissed Hanigan v. Bechtel Global Corp. earlier this year, it sent a favorable message to advisors, record keepers and providers who are working together to bring managed ...

The Portfolio returned 3.84% (gross) and the 40% Msci Acwi Net/60% Bloomberg US Agg Linked returned 4.24%. Equity investments detracted from relative performance, while an overweight allocation to non ...