Browsing Tag
separately managed accounts
6 posts
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 good for high-net-worth clients, so why not 401(k) participants? New technology is now available…