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 ...

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 ...

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 ...

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 ...

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 ...

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 ...