Results for "managed accounts"

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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...

Bond portfolios that played it safe fared best

May 10, 2009

Safety reigns supreme this year, with managers of long-duration and government bond strategies taking six of the top 10 spots in Morningstar Inc.'s database of separate accounts and collective investment trusts for the year ended March 31. The...

Non-traditional strategies dominate in equity funds

May 10, 2009

Equity managers overall got a boost at the end of the first quarter, thanks to the March rally, but the firms at the top of the performance charts for the 12-month period ended March 31 were those that followed non-traditional strategies, according...

Navy Federal partners with FundQuest

February 25, 2009

Navy Federal Asset Management LLC today announced the launch of a new managed account platform in partnership with FundQuest Inc. of Boston. The firm is a subsidiary of Navy Federal Credit Union of Vienna, Va., the world’s largest credit union...

Ban on ‘naked short selling’ worries firms

July 31, 2008

The Managed Funds Association and the Coalition of Private Investment Companies, both of Washington, yesterday expressed concern about the Securities and Exchange Commission's extension of a ban on “naked short selling.” “We are deeply concerned...

ETFs fuel managed account growth

February 21, 2008

Assets in managed accounts grew by 20.1% last year, hitting $1.49 trillion, according to the Money Management Institute. Growth was led by the exchange traded fund advisory channel, with assets surging to $10.1 billion in 2007, up from $6.8...

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