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 ...

Edward Jones has added 53 separately managed accounts it offerings to clients, nearly doubling the amount available, the firm announced. The addition is designed to build out the firm’s suite of ...

ST. LOUIS, July 23, 2025 /PRNewswire/ -- As Edward Jones continues to build out its suite of advisory offerings, including financial planning services, it is significantly increasing the number of ...

Strategic vehicle selection, like the use of separately managed accounts, and optimizing asset allocations are two ways to ...

Are separate accounts for you? Any time someone says you can "invest like the super-rich," they're missing the point. It's more important to be super-smart about the way you invest. That difference ...

Zephyr Releases PSN Top Guns List for Q4 2025, Highlighting Best-In-Class Separate Accounts, Managed Accounts and Managed ETF Strategies Provided by PR Newswire Feb 26, 2026, 8:58:00 AM Zephyr ...

You can simplify your investing by using a separately managed account (SMA) or a robo-advisor. An SMA suits those who have firm and identifiable investment goals, but these accounts are limited to a ...

The rapid growth in separately managed accounts has given firms little time to organize their offerings in a coherent way. However, that is starting to change, according to Cerulli Associates, a ...

Can major surgery be good for business? It can if you structure your book the way Harold Pomerantz did. Two years ago Pomerantz, now a senior vice president in the private client group of Ryan Beck in ...

Episode One: Cerulli Associates Senior Director, Scott Smith. NEW YORK, Oct. 22, 2025 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth ...