Tag: Managed accounts

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 (FILI) and FundQuest.

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, at a Genworth-hosted media event in New York City yesterday.

IMHO: Domino Theories

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 for bankruptcy.

American Reliance Will Offer FundQuest Technology

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.  

IMHO: “Talent” Ed

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,” found in the book of Matthew in the New Testament. 


Pershing Adds to SMA Offering for RIAs

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 account tools and services.

DTCC Improves Access to Managed Account Services

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 managed accounts programs.