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 owned by an individual ...

Cash management accounts are considered "nonbank" products, generally offered through online brokerages, mobile investing ...

SMAs are investment portfolios managed by professional asset managers on behalf of individual investors. SMAs can be highly diversified like mutual funds and ETFs, but allow investors to own their ...

It's a great alternative to mutual funds—if you can afford it Katrina Lamb, CFA, is the head of investment strategy and research for MV Financial. She has 25+ years of experience in the investment ...

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 ...

Mariner offers comprehensive wealth and financial planning services, including investment management, tax planning, estate planning and insurance solutions. Mariner requires a minimum of $100,000 for ...

Most professionals who work in the 401(k) arena would agree that managed accounts are, on balance, a favorable development for 401(k) plan participants. However, such accounts are, in many ways, still ...

A separately managed account (SMA) is a professionally managed portfolio of individual securities and can be customized to match an investor's preferences. Unlike pooled investment vehicles, an SMA ...