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Wall Street & Technology October 25, 2004 Maria Santos	Generation OPM As investors push for more efficient management of their wealth across portfolios, overlay management is gaining ground as the next frontier for separately managed accounts.
Financial Planning December 1, 2005 Peter Cieszko	SMAs' Real Appeal You may think it's about management -- but a new survey shows that clients like the way SMAs get them close to their advisers.
Registered Rep. November 1, 2004 Allen Plummer	Taming the SMA Hydra Just about any advisor offering managed accounts can testify to the complexity of the related administration and reporting. Fortunately, advisors are awakening to a remedy for these administrative challenges: overlay portfolio management (OPM).
BusinessWeek November 21, 2005 Lauren Young	Sizing Up Tailored Portfolios A study shows that investors in separately managed accounts like the results.
Wall Street & Technology October 26, 2005 Paul Allen	SMAs Still Lack Automation As the popularity of separately managed accounts grows, so do the processing and operational headaches for money managers.
Wall Street & Technology June 4, 2004 Jessica Pallay	Masters of the Universe Unified managed accounts are helping financial advisers maintain control of their customers' assets.
Financial Planning January 1, 2006 Randy Bullard	The Next New Thing First there were Separately Managed Accounts, now Unified Managed Accounts. Could the next step be Household Managed Accounts?
Financial Planning April 1, 2007 Len Reinhart	The Bigger Picture Will overlay management become the new business model for separately managed accounts?
Registered Rep. April 1, 2005 John Churchill	Aiming Downmarket Thanks to technological advances and the introduction of multimanager products (so-called multidiscipline accounts, or MDAs), advisors can now put clients into managed accounts with as little as $25,000.
Bank Systems & Technology May 6, 2004 Peggy Bresnick Kendler	Wealth Management Affluent investors typically overlook banks as a source for personal financial advice.
On Wall Street September 1, 2008 Neil OHara	SMAs: Overhyped or Underused? Separately managed accounts are often touted for their tax advantages. But some investors don't maximize that potential.
Registered Rep. October 24, 2005 Halah Touryalai	UMAs: The Next Big Thing The unified managed account appears to have all the ingredients needed for delivering a fully diversified, customized portfolio for the tax-sensitive retail investor -- albeit at a princely price to the client.
Financial Planning December 17, 2007 David E. Adler	High Net Worth: UMAs vs. SMAs Some industry observers say unified managed accounts do what separately managed accounts can't -- others call them overpriced gimmicks.
Financial Planning October 1, 2006 Lee Chertavian	Front and Center It may be better to centralize some unified managed account functions -- like overlay portfolio management -- than to farm them out to advisors.
Financial Advisor August 2004 Sydney LeBlanc	Independent Broker-Dealers Improving SMA Programs Historically, independent advisors have been forced to sit on the sidelines while wirehouses led the way in products and technology for separately managed accounts. Increasingly, things seem to be changing.
Financial Planning May 1, 2006 Donald Jay Korn	Doling out the Bounty Financial planners have many more investment vehicles to choose from as mutual funds, SMAs and ETFs compete for their assets. While planners have their preferences, new kinds of accounts make it easier to devote some money to each.
Wall Street & Technology February 27, 2005 Ivy Schmerken	Custom-Built With demand for personalized advice growing, financial-services firms are overhauling their technology to mass-produce separately managed accounts (SMAs) with a high degree of customization.
Financial Advisor September 2007 Sydney LeBlanc	Not Just For The Big Boys Anymore Advances in technology make separately managed accounts available to smaller investors.
Wall Street & Technology January 24, 2006 Cory Levine	Retirement Boom Retiring investors will be removing assets from retirement planning investments and rededicating them to other objectives. As they do, retirees will take their funds to whomever offers the management program most attuned to their needs.
The Motley Fool December 10, 2004 Selena Maranjian	Types of Investors: Which Are You? Knowing who you are can help you understand yourself and how you approach making money. Learn about some classifications of investors and which brokerage is right for you.
Investment Advisor December 2006	Rogaine for Estates: Avoid Heir Loss As advisors, it is our job to make sure that our clients' estates are properly positioned... An SMA Headstand...
Registered Rep. October 1, 2005 Kevin Burke	The SMA Migraine Separate accounts have been the "it" product for the financial advisory business for several years. So, why have money managers cooled to this seemingly irresistible financial confection?
Financial Planning November 1, 2010 Donald Jay Korn	Separate Ways As fee-oriented investment management increasingly appeals to advisors and clients, fee-structured accounts are growing apace. Or not, depending on how the terms are defined.
U.S. Banker January 2010 Steve Garmhausen	Going Wild for Overlay Banks are winning over affluent clients with a wealth management approach that can maximize long-term profits while minimizing tax bills.
Financial Planning May 1, 2007 Donald Jay Korn	The Right Package Fee-based asset management accounts have reached the trillion-dollar level. Some financial planners are finding new flexibility in these packaged deals.
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
Financial Planning November 1, 2005 Al Zdenek	Stalking the Right SMA Manager For financial advisers, conducting due diligence on managed account managers, the process is more akin to researching hedge funds than mutual funds.
Investment Advisor July 2007 Jeff Joseph	Overlay Uses 101 Separation of alpha and beta appears to be the mantra du jour in portfolio management. Here's how overlays fit in.
Financial Advisor July 2006 Sydney LeBlanc	Derivative Use In SMA Portfolios Advisors searching for unique and suitable strategies for SMA clients may find that using derivatives to implement risk management in their portfolios is another way of adding real value as well as portfolio protection in uncertain market environments.
Registered Rep. January 1, 2003 Pam Black	A Separate Reality The separately managed account revolution might well be sweeping the financial services industry. That transformation, while still somewhat slow, is inexorable, but also incomplete. So far, for the most part, SMAs aren't being used correctly.
Financial Planning October 1, 2011 Ann Marsh	What Cachet? The sales pitch for separately managed accounts often goes something like this: "So you want to invest with the big boys but you've only got $100,000 to $200,000?"
CFO April 1, 2005 Marie Leone	Gaining Currency? Currency is being billed as a source of higher returns for corporate pension plans. But sponsors remain skeptical.
Registered Rep. April 1, 2003 Ross Tucker	MMI Annual Conference: SMAs Off and Running This year's Money Management Institute annual conference turns on a central fact: separately managed accounts (SMA) are in the midst of a critical wave of growth.
Investment Advisor September 2008	21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace.