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 that is owned by an ...

RIAs and brokers are experiencing surging adoption of retail investors’ preference for managed accounts, according to Fidelity. Assets on Fidelity’s Managed Accounts Solutions platform ...

She has a demonstrated history of working in both institutional and retail environments ... of financial and investment topics. A managed forex account is a type of currency trading account ...

The main difference is that MAM accounts are usually from professionals who can charge a performance fee, whereas copy trading is more social trading from the retail community. A managed forex ...

Franklin Templeton has "a legacy dating back to the late 1970s" in the managed accounts business and had $103 billion in retail separately managed account assets as of Sept. 30, according to a ...

Managed accounts can be particularly attractive if ... risk and compliance activities for the retail investments organization. Prior to his current responsibilities, Guerrini was Executive Vice ...

American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, recently launched its Unified Managed Account ...

Managed account services available include separately managed accounts ... Inc., is a global provider of financial business solutions to institutional and retail financial organizations and ...

retail wealth management and advisory solutions at Voya Financial, said in a statement. "By helping to improve both saving and investment decisions, we know that managed account solutions can have ...

Retail Wealth Management and Advisory Solutions at Voya Financial. "By helping to improve both saving and investment decisions, we know that managed account solutions can have a positive impact on ...

Archer provides asset and wealth managers with comprehensive middle- and back-office solutions to address the managed account needs of institutional, private wealth and retail investors.