Tag: Managed accounts

Half of employers now offer workers outside investment advisory services, including advice, guidance, and/or managed accounts, according to Hewitt Associates.

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 has brought aboard James Patrick, former co-head of U.S. Distribution for Allianz Global Investors, to head Envestnet’s managed account program.

Financial advisers who custody with J.P. Morgan will now have access to a new managed account platform from FundQuest Incorporated.

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,...

If you want to get a quick sense of just how fast time flies, consider that it was only a year ago this week that Lehman Brothers filed...

Morningstar Associates, LLC, has announced that USI Consulting Group is now offering managed retirement accounts through Morningstar Retirement Manager.

Despite strong domestic-equity and sound fixed-income performance during the second quarter of 2009, hefty investor assets were cashed out of separate accounts and collective trusts entirely, according to...

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.