Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Planning April 1, 2007 Len Reinhart	The Bigger Picture Will overlay management become the new business model for separately managed accounts?
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.
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).
Investment Advisor October 2006 Savita Iyer	Stepping Into The Great Wide Open An open architecture approach is allowing big banks to compete with private banks for the wealthiest clients.
Financial Advisor December 2005 Sydney LeBlanc	SMAs Make Taxes, Well ... Not So Taxing Here are some strategies for financial advisors to help keep clients' dollars out of harm's way at tax time.
U.S. Banker August 2002 Karen Krebsbach	Banking on SMA Funds From investment management to technology to back-office services, outsourcers are elbowing their way into the separately managed account (SMA) business. Small banks are paying attention -- and hoping to reap the rewards.
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 Advisor June 2004 Sydney LeBlanc	SMAs and Due Diligence: Streamlining The Process Software tools and common sense can help advisors enter the separately managed accounts (SMA) business.
Financial Advisor February 2005 Sydney LeBlanc	The "Black Cat" Of Separately Managed Accounts Education can prevent or eliminate myths surrounding managed accounts and help clients take advantage of the benefits they afford.
Financial Advisor October 2004 Sydney LeBlanc	Your SMA Business Primer Start here to learn how to open separately managed accounts (SMAs) for your clients.
Investment Advisor April 2006 Kathleen M. McBride	Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc.
On Wall Street September 1, 2010 Chertavian & Pruitt	Gaining From Your Losses Without Inflicting Costs Loss harvesting cab be an important tool which enables advisors to add to a client's after-tax returns.
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.
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.
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 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.
Investment Advisor October 2007 Neal Ringquist	Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth.
Bank Technology News January 2008 Michael Sisk	Trust Technology: Remaking Trust for the 21st Century After resisting most change to their business model for 30 years, trust departments across the country are starting to adopt new technologies that are invigorating wealth management industry.
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.
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 Planning October 1, 2008 Paul Oliu	Client Rules Apply Separately managed accounts (SMAs) have never lived up to their promise of offering clients true flexibility.
Financial Advisor January 2006 Sydney LeBlanc	Breaking The Mold The new SMA environment will allow advisors to demonstrate in a truly value-added fashion that they bring a great deal of expertise to the table from which clients can benefit.
Investment Advisor June 2006 Bob Clark	Clark at Large: Reality Check A good exercise is to periodically examine the things we know to be true and explore why we think so. Here's a list of possible misconceptions financial advisors hold to be true: Client portfolios need international exposure... It doesn't matter what the other advisors do... etc.
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.
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.
Wall Street & Technology June 22, 2004 Jessica Pallay	Separate but Equal? The market is demanding separately managed accounts, but can the technological challenges be overcome?
Financial Advisor August 2005 Sydney LeBlanc	ETFs and SMAs: Side By Side Now, separately managed accounts can mean anything, from an entire basket of different separate account managers to an account also holding mutual funds, cash, and exchange-traded funds, or ETFs. Of these companion investment vehicles, ETFs are proving to be one of the most popular.
Financial Planning June 1, 2007 Deborah Doyle McWhinney	Independents' Day As investment advisors become more popular and profitable, they must find new ways to keep ahead of the competition.
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.
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.
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?
Wall Street & Technology January 5, 2007 Tim Clark	Rounding Out Wealth As unified manged accounts go mainstream, new technologies are emerging to support the next wave of wealth management.
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
Bank Technology News January 2004 Holly Sraeel	Promises, Promises. A Fresh Start in the New Year. The branch is at a tricky crossroads. Banks must carefully balance new technologies and other channels so that the branch doesn't over or underwhelm customers' expectations.
Financial Planning May 1, 2013 Scott Wenger	Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities
Investment Advisor February 1, 2011 Andy Hyltin	Why Go Global in Choosing Real Estate for Client Portfolios? Deciding to invest in international REITs is easier said than done.
Investment Advisor February 2007 Melanie Waddell	Clear Road Ahead Commonwealth's retirement platform, Preferred Portfolio Services Retirement Solutions, keeps financial advisors compliant with ERISA and PPA.
Financial Advisor May 2008 Kurt J. Rossi	Great Expectations Advisors must be cognizant of the fact that tuning into the emotional needs of clients is the key to helping them remain on the track to realizing their goals and dreams.
Financial Advisor November 2005 Tracey Longo	All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance.
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.
Financial Advisor September 2006 Sydney LeBlanc	SMA/Nonprofit Connection Although SMAs have always provided an entree for financial advisors wishing to enter the high-net-worth market, they may also provide an entry point to a lucrative segment of that market -- foundations and endowments.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
Registered Rep. September 24, 2015	The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services.
Bank Systems & Technology May 6, 2004 Peggy Bresnick Kendler	Wealth Management Affluent investors typically overlook banks as a source for personal financial advice.
Investment Advisor March 2008 Melanie Waddell	Focus! There's plenty to think about when doing retirement planning for clients; read on for the priorities that you should be doing something about, right now.
Bank Systems & Technology December 1, 2005 Phil Britt	Rookie App Shows Its Stuff Compass Bank used Portfolio Manager, which Compass branded as SmartPath, to expand its trust offers while maintaining high-touch customer service.
Financial Advisor September 2006 Tracey Longo	There For The Asking? Some agree banks' loss of investors' trust assets is a financial advisor's gain. Now, for that marketing plan.
Financial Advisor October 2005 Sydney LeBlanc	The Billion-Dollar Equation Skill, service, plus separate accounts are key for advisors managing a billion dollars.
Financial Advisor April 2004 Sydney LeBlanc	What Have You Done For Me Lately? Are advisor marketing tools and business development what they should be?
Wall Street & Technology September 21, 2004 Maria Santos	Product Watch iLumin Addresses Sarbanes-Oxley... SunGard's Overlay Management... Postini Tackles More Than Spam...