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 ...

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 ...

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 ...

BlackRock and Partners Group debut first joint private markets investment account through Morgan Stanley, offering three risk-based portfolios.

The Zephyr PSN Outlook for 2025 can be viewed – here. PSN, a leader in SMA data, provides access to hundreds of award-winning products. For 40 years, PSN has been a trusted resource for investment ...

The growing demand for managed accounts has created a supermarket of confusing product choices. The aisles are crowded with investors trying to figure out what they need and with advisors eager to ...

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 ...