Hedge fund managers have not historically embraced managed account structures because they create additional complexity for fund managers. With most fund management companies now in capital-raising ...

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 ...

Edelman Financial Engines, a leading independent wealth planning and workplace investment advisory firm managing more than $221 billion in assets for 1.2 million program members, has published new ...

When a federal trial court dismissed Hanigan v. Bechtel Global Corp. earlier this year, it sent a favorable message to advisors, record keepers and providers who are working together to bring managed ...

Merrill Lynch reported this morning that its individually managed account business survived the events of Sept. 11 well, without lots of clients bailing out. Redemption rates were about three-quarters ...

Vestwell is preparing the first managed-account option for its digital 401(k) record-keeping service, a product that uses Franklin Templeton’s Goals Optimization Engine, the companies announced ...

Recent surveying shows more managed account sponsors are moving advisers to focus on clients, relying on home office or outsourced portfolio management. Managed accounts are poised to continue growing ...

A new report from Morningstar finds that managed accounts can deliver meaningful value for defined contribution plan participants, but the value is likely to be greater in some plans versus others.

Janus Henderson's Mid Cap Growth Managed Account returned -6.47% in Q1 2026, slightly trailing its benchmark. Read the full analysis for more details.

In the beginning, the typical 401(k) plan had three investment options broadly categorized as “stocks,” “bonds,” and “cash.” These represented the traditional asset classes. They were quite digestible ...

A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them. Managed accounts appear to work well for participants who use them, but may ...