A managed investment account is a personalized financial portfolio owned by a retail or institutional investor but actively overseen by professional money managers. It combines the expertise of ...

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 ...

Bank of New York Mellon Corp. is expanding further into the fast-growing retail wealth market by acquiring the Archer technology firm to handle infrastructure and distribution of managed accounts ...

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 ...

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 ...

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.

Individual investors looking to personalize their portfolios are pouring billions of dollars into “separately managed accounts,” bucking the trend toward passive investing in mutual funds and ...