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Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.
February 8 -
Assets under management for SMAs that invested in municipal bonds stood at $987 billion as of the first quarter, according to a JPMorgan Chase survey of 74 firms.
July 18 -
The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.
January 28 -
The wirehouse says it wants to simplify pricing for separately managed accounts and expand client choice.
June 23 -
The firm has stepped up its focus on income-related products as it seeks to attract a larger share of the retirement business.
February 25 -
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Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.
June 12 -
These investments can help avoid getting caught up in market volatility as rates rise.
June 8Kayne Anderson Rudnick -
There will still be several different methods to have the fee waived.
November 16 -
The new move amounts to an estimate of $7 million cumulative savings. Plus; other launches.
April 12