Tag: Managed Accounts & QDIAs

American Reliance Group, Inc., (ARG), a financial advisory firm headquartered in Spokane, Washington, has selected FundQuest to provide outsourced technology, back-office, and investment research services.  

BNY Mellon Asset Servicing announced it will provide managed accounts outsourcing support for Mesirow Financial, a Chicago-based financial services firm.

As a kid, I remember sitting in church listening to a sermon about what I have since come to know as the “parable of the talents,”...

Asset International, Inc. (‘AI’) has agreed to acquire Strategic Insight (“SI”), a research and technology firm serving the investment management industry.  

Morgan Stanley Smith Barney launched Select Retirement, an optional income protection feature that is specially designed to augment the Select UMA unified managed account program.

Pershing said it expanded its suite of managed account solutions to provide advisers with access to a diverse list of money managers and a broad spectrum of managed...

The Depository Trust&Clearing Corporation (DTCC) introduced MAS Portal, a new Web-based interface to its Managed Accounts Service (MAS) that will enable immediate connectivity for investment managers who oversee...

Curian Capital said it expanded its Custom Style Portfolios with the addition of the Curian Tactical Advantage Strategy.

FolioDynamix enhanced its unbundled turnkey asset management program with the addition of its Principled Portfolio Solutions (PPS) discretionary investment management program.

Citi announced the launch of OpenWealth, a unified managed household (UMH) servicing platform.

Although all advisers plan to increase their use of managed accounts, registered representatives at broker-dealer firms are twice as likely to plan on doing so.