Folio Institutional Offers Model Portfolios to Advisers
The “Model Manager Exchange” (MMX) currently features 150 portfolios from 35 financial professionals.
Tag: Managed accounts
Flexible Plan Investments Offers Absolute Return Portfolios
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...
Participants Prize Retirement Plans – More
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 Adds Pershing as Custody Option for Advisers
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.
Principal Real Estate Fund Makes another Payment
The Principal has made another liquidation installment on its frozen real estate fund.
Transamerica Offers Morningstar Portfolios via Adviser Channel
Transamerica Retirement Management now provides Morningstar Managed Portfolios by Morningstar Investment Services (MIS), a registered investment adviser.
Principal Unveils Adviser-Based Asset Allocation Product
The Principal Financial Group has released RetireView, a product designed to help plan advisers help participants in their client plans choosing their optimum asset allocation.
Adhesion Adds Turnkey Option to UMA Offering
Adhesion Wealth Advisor Solutions Inc., a provider of unified managed accounts (UMAs) for independent registered investment advisers (RIAs), has added a “do-it-for-me” option to its UMA program.
Managed Accounts Recovering from Market Turmoil
As managed account programs make a comeback after taking a hit during the downturn, Cerulli Associates sees the most growth in mutual fund advisory programs, fueled by 401(k)...
Schwab Offers Four PIMCO Muni Bond Strategies
Charles Schwab & Co., Inc. is expanding its fixed income offerings with four Municipal Bond Ladder Separately Managed Account (SMA) strategies managed by PIMCO.
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.