Results for "managed accounts"
Displaying 92 results
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....
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....
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...
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...
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...
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...
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...
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 worlds largest credit union...
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...
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...
October 30, 2007
FundQuest, a Boston-based wealth management advisory firm, today announced that it now offers Russell Mutual Fund Model Strategies and Russell LifePoints funds to registered investment advisers through their managed accounts platform. The Russell...
July 23, 2007
SAN FRANCISCO Russell Investment Group has begun to phase out the sale of managed accounts on its own platform. The Tacoma, Wash.-based money manager began making Envestnet Asset Management Inc. of Chicago the packager of its managed accounts...
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