Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to beat the market or simply access a broad swath of investments rather than ...

Fact checked by Vikki Velasquez Key Takeaways Mutual funds are governed by the Investment Company Act of 1940, a regulatory framework that contains robust protections for investors.Mutual funds are ...

Unified managed accounts (UMAs) and separately managed accounts (SMAs) are two account types that offer high-net-worth clients more control and flexibility than mutual funds. Both options let you ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

Broadcast Retirement Network Managed Accounts Interview Jeffrey Snyder and Matthew Condos discuss managed accounts in retirement planning. The conversation focuses on the importance of personalization ...

Mutual funds remain one of the most widely used investment vehicles because they make it easy to diversify across hundreds or ...

Long-term investors on Fidelity's brokerage platform can find value with low-cost index funds and possible outperformance ...

New ‘Primary Plus’ investment lineup introduced as Voya’s total assets in managed account solutions increase 27% in the first quarter of 2024 WINDSOR, Conn.--(BUSINESS WIRE)-- Voya Financial, Inc.

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 ...

The PRISM Wealth-Building Process can help you decide on the appropriate allocation for each of your goals. This five-step process helps to create a personalized investment policy statement to guide ...