Apple’s stock faced headwinds earlier in 2025 because of sluggish iPhone sales, weaker consumer spending in China, and ...

Over the past 150 years, the world of individual investing has seen three significant developments: the brokerage account, ...

Managed account solutions may present opportunities for wealth management firms to grow assets and revenues, but they also carry risks that must be effectively managed. As many areas of the wealth ...

Participant engagement and fees are two major factors when considering qualified default investment alternatives.

It's nearly impossible to ignore the rallying call for managed accounts. Ninety percent of advisors netting $300,000 or more annually collect some fee revenue, and more than half of them garner at ...

An account managed by a financial professional can supplement your retirement income, but beware of ongoing fees that could be higher than other investment strategies. There may be no greater ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. A managed account is an investment account that is owned by an ...

GREENWOOD VILLAGE, Colo.--(BUSINESS WIRE)--For years plan sponsors and consultants have compared the outcomes of managed accounts and target date funds within workplace retirement plans. The thinking ...

On Oct. 9, Morningstar Investment Managementheld its first managed accounts symposium forconsultants to explore how managed accounts canhelp provide the personalization that allowsindividuals to ...

Merrill Lynch reported this morning that its individually managed account business survived the events of Sept. 11 well, without lots of clients bailing out. Redemption rates were about three-quarters ...

Janus Henderson Concentrated Growth Managed Account Portfolio returned 8.93% (gross) and the Russell 1000® Growth Index ...