SMAs allow you to build a more customized portfolio.

Follow this simple step-by-step guide to start investing in mutual funds. Learn how to choose, buy, and manage mutual fund ...

Cumberland has used separately managed accounts (SMAs) to execute its fixed-income strategies since the company’s inception in 1973, long before SMAs were popularized in the early 2000s. The reasons ...

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 ...

Financials advisors affiliated with Envestnet can now access interval funds through the giant fintech’s unified managed account (UMA) platform. In a news release Monday, Envestnet, the Berwyn, ...

Index funds and mutual funds can both help you invest, but one is usually cheaper and simpler while the other offers more strategy flexibility. Here's more: ...

Investor and advisor interest in separately managed accounts is surging. While mutual funds, exchange-traded funds, as well as individual stocks and bonds still dominate advisor platforms, SMAs are ...

SMA municipal fixed-income assets, both taxable and tax-exempt, have grown from $100 billion in 2008 to an estimated $1.2 trillion of the $4 trillion market at the end of Q1 2025. The muni market has ...

How should you weigh ETF vs mutual funds for cost, tax efficiency, and client outcomes? Get practical guidance and other ...