Amid compressing fees and mushrooming fund options, asset managers are clashing for market share in a new arena: personalization. Thanks to recent technological leaps, Dimensional Fund Advisors hopes ...

Separately managed accounts (SMAs), or custom investment portfolios overseen by professional money managers, were once reserved for the high-net-worth. But recently, according to The Wall Street ...

Another new administration platform has been launched into the self-managed superannuation funds (SMSF) market — CleverSuper — with the founders inviting 250 advisers to become "founding partners".

As more employers are adding managed accounts to their retirement plans, there is a growing interest in also using them as a Qualified Default Investment Alternative (QDIA). 1 They offer personalized ...

A new report on SMSFs indicates the Division 296 tax will have far greater tax implications than expected. When the tax was first announced in 2023, Treasury predicted that the tax would generate $2.3 ...

Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, nearly all participants in Vanguard plans had access to target-date funds, and almost 80% had access to ...