Tag: Managed accounts
AB Adds Volatility Management to Target-Date Offerings
AllianceBernstein is taking steps to smooth out the bumps in the road for its target-date fund family.
E*Trade Unveils Portfolio Management Tool
E*Trade has rolled out a new advice solution that it says will “help investors navigate complex market dynamics.”
IMHO: Goal Lines
Heading into Super Bowl weekend, a new report focused attention on another “contest.”
Study Says Investment 'Help' Makes a Difference
It is a long-accepted tenet that most retirement plan participants want—and need—help to make good investment decisions, and a new study suggests that it makes a difference.
Commonwealth Releases Adviser-Directed UMA Program
Commonwealth Financial Network announced enhancements to its fee-based asset management program for separately managed accounts (SMAs), including a new unified managed account (UMA) option.
Advisers Rely More on Analysts for Mutual Fund Choices
Financial intermediaries now do more than one-third of their mutual fund business in products recommended from their home office, according to a survey by kasina and Horsesmouth.
FundQuest Selects Managed Portfolio Advisors as Overlay Manager for UMAs
Natixis Global Associates (NGA) said that Managed Portfolio Advisors (MPA) has been selected by FundQuest to provide overlay management services for its Advisor Directed Unified Managed Account (UMA)...
AISG Partners with Bandon Capital Management
Investment management company Bandon Capital Management, LLC, announced a new relationship with American Independent Securities Group, LLC (AISG), enabling AISG advisers to access Bandon’s flagship investment strategy.
Principal's Hold on Real Estate Fund Sparks Lawsuit
After imposing a withdrawal queue on distributions from a real estate fund, The Principal Financial Group now finds itself targeted with a participant lawsuit.
Advisor Software Acquires Asset Management Firm
The vendor Advisor Software, Inc., said it will expand its offering to registered investment advisers (RIAs) with the acquisition of asset management firm Advisor Partners, LLC.
Greatest Regulatory Impact in 2010: Fees
Financial firms surveyed by Cerulli Associates said examination of fees, such as 12b-1 reform, will be the greatest regulatory impact in the coming year.
Fidelity Annuity Now Available on FundQuest Platform
Clients of fee-based financial advisers will now have access to the Fidelity Personal Retirement Annuity (FPRA) product because of a new alliance between Fidelity Investments Life Insurance Company...
Delta Global Asset Management Offers FundQuest's Services
Delta Global Asset Management, a registered investment advisory (RIA) firm, selected FundQuest to provide outsourced technology, back-office, and investment research services.
The Standard Offers Managed Accounts to 403(b)s
Standard Retirement Services, a subsidiary of StanCorp Financial Group, Inc., will begin offering its proprietary managed account service to 403(b) plans next month, the company announced.
Offering Investment Advice is More the Norm at 401(k)s
Half of employers now offer workers outside investment advisory services, including advice, guidance, and/or managed accounts, according to Hewitt Associates.
AllianceBernstein Says Participants Still Bullish on Target-Dates
Target-date funds have drawn a lot of scrutiny of late, but a new survey suggests that participants still have confidence in the approach.
Envestnet Names Leader of Adviser-Directed Offerings
Envestnet has brought aboard James Patrick, former co-head of U.S. Distribution for Allianz Global Investors, to head Envestnet’s managed account program.
J.P. Morgan B/D Offers FundQuest Managed Account Platform
Financial advisers who custody with J.P. Morgan will now have access to a new managed account platform from FundQuest Incorporated.
Removing Probability from the Risk Equation
Financial risk should be redefined to be viewed as the potential to lose money, rather than the average return, said Tim Knepp, CIO of Genworth Financial Asset Management,...