Tag: Managed Accounts & QDIAs

Heading into Super Bowl weekend, a new report focused attention on another “contest.”

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 Financial Network announced enhancements to its fee-based asset management program for separately managed accounts (SMAs), including a new unified managed account (UMA) option.

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.

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)...

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.

After imposing a withdrawal queue on distributions from a real estate fund, The Principal Financial Group now finds itself targeted with a participant lawsuit.

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.

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.

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, a registered investment advisory (RIA) firm, selected FundQuest to provide outsourced technology, back-office, and investment research services.

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.

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...