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

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 ...

BOSTON (InvestorForce.Com) - The stock market collapse in the fourth quarter cost the managed accounts industry 5 percent of assets, though total assets in that fast-growing market jumped 23.1 percent ...

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 ...

Cumberland has used separately managed accounts (SMAs) to execute its fixed-income strategies since the company’s inception in 1973, long before SMAs were popularized in the early 2000s. The reasons ...

While debates rage about the relative merits of mutual funds and exchange-traded funds, the biggest change to asset management is taking place elsewhere: in a surge of separately managed accounts, or ...

SMA municipal fixed-income assets, both taxable and tax-exempt, have grown from $100 billion in 2008 to an estimated $1.2 trillion of the $4 trillion market at the end of Q1 2025. The muni market has ...