Separately managed accounts (SMAs) have seen a remarkable rise in today's market environment, capturing the attention of both high-net-worth and institutional investors. Their flexibility, ...

The tremendous growth of separately managed accounts in the municipal market has been spurred on by higher yields, lower fees, the desire for deeper customization along with improvements in technology ...

Despite Vaunted Expectations for separately managed accounts, the traditional SMA is not turning out to be the magic bullet Wall Street firms would have you believe it is. For starters, SMAs are not ...

A recent Goldman Sachs survey reveals that investors are enthusiastic about separately managed accounts (SMAs). Financial advisors appreciate SMAs for their professional management, customization, ...

Morningstar Wealth has added third-party separately managed accounts to its U.S. Wealth Platform. The new third-party SMAs were sourced from asset management firms, including AllianceBernstein, ...

First, it was the promise of UMAs (unified managed accounts) and Unified Managed Households. More recently, the growth of ETF (exchange-traded fund), model-only, advisor-managed and retail-oriented ...

Sage Advisory is overweight in the prepaid gas sector, believing it is among the most attractive in the market, said Jeff Timlin, managing partner and head of municipal bond investing at the firm.