Browsing Tag
separately managed accounts
7 posts
‘America-First’ Line of Separately Managed Account Investment Vehicles Debuts from Trump Media, Partners
Truth Social-branded portfolios built around “American values and priorities”
Nuveen Acquires Brooklyn Investment Group
Priority in deal for custom multi-asset direct indexing provider will be to speed integration of Nuveen’s alternatives and lifetime income capabilities into tax-advantaged offerings
Trump Media Launches Suite of ‘America First’ Separately Managed Accounts
New offering announced today provides investors access to “curated, thematic investment strategies rooted in American values and priorities”
ETFs, Managed Accounts Grew Rapidly in 2023
ETFs hit their highest number in net inflows since December 2021, finds a new study by Cerulli
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
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…
How to Efficiently Offer SMAs in 401(k)s
Separately managed accounts are great for high-net-worth clients. Now new tech makes them accessible for 401(k) participants too.