Tag: Managed accounts

A partnership between Fiserv and Financial Market Data Services produced a new solution for fully outsourced, end-to-end securities class-actions claims processing.

Fiserv Inc. updated its Unified Wealth Platform with advanced trading and modeling capabilities, improved model data reporting and more intuitive user interfaces.

Investment managers grew more optimistic about the U.S. economy in the first quarter of 2013, according to a survey from Northern Trust.

Ninety-eight percent of defined contribution (DC) investment consultants polled recommend clients offer a target-date or target-risk investment tier.

Mutual fund trustees may display favoritism toward funds from their own firms, said researchers at Indiana University at Bloomington.

Active manager and adviser exchange-traded fund (ETF) investment portfolios are expected to grow in 2013.

Institutional Investors are entrusting a smaller portion of assets to leading broad managers, according to a report released by Cogent Research.

Charles Schwab Investment Management Inc. has added to its line of target-date funds (TDFs) with 2045, 2050 and 2055 retail offerings.

Six portfolios from Curian Capital LLC give access to the expertise of research firms, analytical tools and user-friendly technology.

The Country Rotation Portfolio and Sector Rotation Portfolio from Innealta Capital have been added to Jefferson National’s offerings.

The new fund leverages Russell’s multi-asset investing strengths and is in response to advisers seeking lower-volatility, equity-like returns.

Asset manager Nepsis Capital Management has integrated Lincoln Trust retirement plans into its wealth management practice.

Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.

Passive exposure will grow to 37% of adviser-managed holdings by 2020, research found.

Financial advisers now have greater flexibility and more choice when offering clients retirement plan solutions from American Funds.

Wells Fargo Retirement has seen a 10% year-on-year uptick in the number of loans.

Fiserv, Inc., a provider of financial services technology solutions, is rolling out a Unified Wealth Management Platform for adviser clients.  

Mid Atlantic Trust Company (MATC) is offering reduced pricing for its ModelxChange service.