Results for "managed accounts"

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Comparing the advantages of SMAs

May 19, 2013

A multitude of papers extol the tax virtues of investing through separately managed accounts. Most have compared them with mutual funds and have concluded that SMAs can produce better after-tax returns than funds for those able to take advantage...

Schwab nabs dividend growth manager for $85 million

October 15, 2012

The Charles Schwab Corp. today said it had agreed to buy ThomasPartners Inc., a money management firm with $2.3 billion in assets in a dividend-growth strategy. The purchase price was $85 million in cash, according to a statement from Schwab....

Large-cap equities take six of top 10 spots for 12-month period

August 26, 2012

Five investment styles made up the top 10 overall equity rankings for the 12-month period ended June 30, according to Morningstar Inc.'s separately managed account/collective investment trust database. Six of the top 10 overall strategies were...

Fixed income: Long strategies continue to lead the pack

August 26, 2012

Long-term bond strategies once again swept the best-performing fixed-income managers' rankings in the separate account/collective investment trust database compiled by Morningstar Inc. All 10 of the top-performing separate account strategies...

E.F. Hutton talks, but little is said

August 12, 2012

The new E.F. Hutton & Co. has taken its first tangible step in resurrecting the venerable firm by registering with the Securities and Exchange Commission. E.F. Hutton Advisors LLC completed its ADV filings last month. The filing is the first,...

Top SMAs: Rankings and overview

November 13, 2011

What were the top-performing separately-managed accounts for the third quarter? View the top ten in four categories here: domestic equities, international equity, U.S. fixed income, and U.S. municipals. Nathan Behan, a senior investment analyst...

Envestnet to acquire U.S.-based business of FundQuest

August 5, 2011

Turnkey technology and wealth management provider Envestnet Inc. has entered into an agreement to acquire the U.S.-based portion of FundQuest Inc. from BNP Paribas Investment Partners for $24.4 million in cash for all outstanding shares of the...

Prima Capital's Nathan Behan: First-quarter commentary

May 15, 2011

Nathan Behan, a senior investment analyst at Prima Capital Holdings, outlines some key recent and long-term trends in the markets in an economic report and analysis on the first quarter. DOMESTIC EQUITY The domestic market launched 2011 with...

A new tool kit to help advisers track household wealth

November 21, 2010

Envestnet Inc., a turnkey technology and wealth management provider that went public in July, is adding several unified-managed-household features to its platform this week. In a lengthy demo, I counted 18 new features I would consider significant....

Schwab poised to pass wirehouses in managed-accounts volume

October 28, 2010

The increasing number of wirehouse brokerage representatives going independent is cited as a leading force behind the explosive growth of The Charles Schwab Corp.'s separately-managed-accounts platform. With $44 billion on its managed-account-solutions...

An overview of SMA performance in the second quarter

August 15, 2010

Second quarter commentary from Nathan Behan, Senior Analyst at Prima Capital. U.S. equity: The second quarter opened up with high hopes and generally positive expectations for the remainder of the year. As noted last quarter, there was a wide...

Financial Engines' growth bet

February 21, 2010

On the threshold of turning the corner financially, Financial Engines Inc. is trying to fuel its growth in the defined-contribution arena through an initial public offering. Going public could be a referendum on the prospects for Financial Engines...

MassMutual shuts down its retirement income unit

December 20, 2009

Almost five years after Massachusetts Mutual Life Insurance Co. entered the retirement income market, the firm has shut down the division devoted to the business — indicating how difficult it is to break into. In 2005, MassMutual was one of...

Morgan Stanley Smith Barney said to be moving away from wrap fees

December 9, 2009

Morgan Stanley Smith Barney is planning to simplify its managed-account fees to emphasize the advisory relationship between registered representatives and their clients. The new pricing model — expected be in place in April — allows reps...

FundQuest adds Fidelity VA to platform

December 6, 2009

FundQuest has added Fidelity Investments Life Insurance Co.'s Personal Retirement Annuity to its platform, marking the first time that the Fidelity variable annuity will be available to fee-based advisers through a managed-account provider....

FundQuest adds Fidelity VA to platform

November 30, 2009

FundQuest has added Fidelity Investments Life Insurance Co.’s Personal Retirement Annuity to its platform, marking the first time that the Fidelity variable annuity will be available to fee-based advisers through a managed-account provider....

Aviva eyes guarantee wrapper with managed account or 401(k)

October 25, 2009

Although Aviva USA Corp. already has an established strength in its lineup of indexed products, the insurer has its eye on the next innovation: a guarantee wrapper with a managed account or 401(k), according to chief executive Christopher J....

Assets in broker-managed accounts rival those in wraps

May 24, 2009

Assets in broker-managed ac-counts reached the levels of traditional wrap fee accounts in the first quarter of the year, a milestone in the fee-based business at major brokerage firms. Wrap, or separately managed, accounts are run by third-party...

Growth potential seen for managed accounts

May 17, 2009

The global economic crisis could turn out to be a blessing in disguise for the ever-expanding managed-accounts industry. The industry suffered right along with the rest of the world during the past year, but it is now riding high on expectations...

Managed account assets dropped 7% this year

May 14, 2009

Managed accounts industry assets fell by 7% during the first three months of the year to $1.2 trillion, according to the Money Management Institute in Washington. Of the $87 billion decline in assets, $24.8 billion was attributed to investment...

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