FundQuest and New Frontier offer ETF

FundQuest Inc. today announced a partnership with New Frontier Advisors LLC, a research and investment advisory firm, to offer exchange traded fund managed-account portfolios to financial advisers.
OCT 06, 2008
FundQuest Inc. today announced a partnership with New Frontier Advisors LLC, a research and investment advisory firm, to offer exchange traded fund managed-account portfolios to financial advisers. The two-Boston based companies will offer a new platform, New Frontier Global Strategic Model Portfolios, initially to more than 35 registered investment adviser firms. New Frontier develops and manages a range of ETF-based asset allocation portfolios and currently oversees approximately $1 billion in global ETF portfolios. Under the agreement, New Frontier will offer FundQuest’s technology and operational services to enable advisers to improve new-business development and client management. By teaming with FundQuest, the firm can deliver its products to advisers in a turnkey package, Richard Michaud, Frontier’s president and chief investment officer, said in a statement. FundQuest, which is owned by BNP Paribas, a global financial services firm based in Paris, is an investment advisory firm providing services to more than 110 financial institutions. The firm’s combined U.S. and European operations has $64 billion in assets under management and administration.

Latest News

Forbes and Shook pull the plug on rankings, events, in 2026
Forbes and Shook pull the plug on rankings, events, in 2026

The Forbes rankings are highly sought after by some advisors and firms for marketing purposes.

Advisor moves: Cresset enters Boca Raton with $4 billion UBS team addition
Advisor moves: Cresset enters Boca Raton with $4 billion UBS team addition

Meanwhile, an advisor tuck-in from Edward Jones expands Kestra's Washington, D.C.-area presence, and Janney deepens its Connecticut footprint with an experienced Wells Fargo advisor.

Kovack Financial Network launches private succession platform for advisors
Kovack Financial Network launches private succession platform for advisors

KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.

Regulation lags rising private credit risks as retail access widens
Regulation lags rising private credit risks as retail access widens

New CFA Institute research calls for tougher valuation rules and suitability standards as private credit funds court wealth management clients.

LPL Financial, Raymond James land advisors managing $470M
LPL Financial, Raymond James land advisors managing $470M

Michigan father-son team with nearly 50 years of combined experience joins LPL, while a New Jersey advisor moves from Ameriprise to RJFS.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income