Results for "managed accounts"

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Wells Fargo brokerage head Mary Mack nudges advisers away from stock picks

November 8, 2013

Mary Mack, Wells Fargo & Co.'s new brokerage chief, plans to put more retail clients into managed accounts as the largest U.S. firms nudge advisers away from picking individual stocks. Customers at Wells Fargo Advisors now rely more on investment...

Collecting Social Security on your ex – dead or alive!

November 6, 2013

When I go on public speaking tours around the country, I love to watch the faces of the audience when I talk about Social Security claiming strategies for divorced spouses. The response from some audience members can be described as shock and...

Trying to harness the power of big data for advisers

November 4, 2013

From analytics to zettabytes, big data is overtaking tech platforms in the financial services industry. “Big data is coming to our space really quickly,” Brian McLaughlin, chief executive and chief technology officer for Redtail Technology...

Is the great correlation over?

September 24, 2013

The unprecedented correlation between asset classes that stemmed from the financial crisis appears to be over, strategists said Tuesday at the InvestmentNews Alternative Investments Conference in Chicago. Advisers need to keep that in mind as...

Blackstone partners with Fidelity on new alt-focused mutual fund

August 13, 2013

The Blackstone Group has partnered with Fidelity Investment's Portfolio Advisory Service to launch its first daily valued alternative investment-focused mutual fund. Sources familiar with the matter said Fidelity has provided close to $1 billion...

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....

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