Tag: Managed accounts

A new report finds that a shift toward equity funds benefited all wrap platform types in the first quarter, but that discretionary “rep-as-portfolio manager” programs enjoyed the fastest...

Lincoln Trust Company is rolling out “Managed Models,” a customized portfolio product designed specifically for the retirement industry.

National Advisors Trust Company has added Envestnet UMA – a customizable unified managed account solution – to its platform for registered investment advisers (RIAs).

Cerulli Associates' latest managed accounts-focused research indicates mutual fund advisory programs (MFA) will experience slower growth in the coming years.

Raymond James Asset Management Services and RiverFront Investment Group announced four model portfolios on the Raymond James Freedom Unified Managed Account platform. 

Managed accounts software provider Peridrome found an expected increase in the adoption of models-based distribution and newer products in a recent survey.

Last week the Government Accountability Office (GAO) issued two reports focused on 401(k) plans. 

Transamerica has enhanced its Transamerica Multi-Manager Alternative Strategies Portfolio with what it described as “a variety of niche, non-traditional asset classes."

E*TRADE Capital Management, LLC, is expanding its advisory services by offering clients the ability to invest in a unified managed account (UMA).  

Fidelity's newest unified managed account (UMA) offering, Personalized Portfolios, provides daily risk management and tax-sensitive investing previously reserved for institutional investors.  

If 2010 was not quite the return to “normal” we might have hoped, there was more than enough—both new and old—to draw the attention of plan sponsors.   

ProManage, a firm that provides customized managed accounts, participant advice, plan metrics, and consulting services to defined contribution plan sponsors, has named a new CIO....

Cerulli Associates’ latest report predicts that wirehouse firms' managed account marketshare will fall to 50% by 2014. 

I’ve long had an issue with weight scales, for the perhaps obvious reason that, these days, they frequently deliver a message I’d just as soon not receive.   

A new report finds that while many participants aren’t yet on track to meet their retirement savings goals, a combination of plan design changes and...

The “Model Manager Exchange” (MMX) currently features 150 portfolios from 35 financial professionals.   

Flexible Plan Investments, Ltd., a national provider of actively managed accounts, announced Absolute Return Portfolios with Wolf Pack Advisors are now available to the independent broker/dealer and...

More than half of 401(k) retirement savings plan participants report that their plan has become more important to them since the financial crisis of 2008. 

Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said advisers on its platform will now have the option to custody with Pershing Advisor Solutions.

The Principal has made another liquidation installment on its frozen real estate fund.