Browsing Tag
separately managed accounts
4 posts
ETFs, Managed Accounts Grew Rapidly in 2023
ETFs hit their highest number in net inflows since December 2021, finds a new study by Cerulli
January 4, 2024
Franklin Templeton Acquires Managed Accounts Startup volScout
As part of the acquisition, volScout founders will be working with Franklin Templeton's newly formed managed accounts team
May 3, 2023
The Advantages of Separately Managed Accounts in 401ks: Fi360 Annual Conference
Tim Friday, Institutional Services Group CEO and president with Pittsburgh-based Mid Atlantic Trust Company, used his teenage daughter’s…
April 26, 2018
How to Efficiently Offer SMAs in 401(k)s
Separately managed accounts are good for high-net-worth clients, so why not 401(k) participants? New technology is now available…
February 22, 2016