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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2007
Sydney LeBlanc
Are SMAs Appetizing For 401(k) plans? Essentially "do it yourself" plans, more 401(k) participants than ever before are asking for professional investment advice and a larger number of these individuals are educating themselves about their investment choices, including separately managed accounts. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
March 2004
Scott Bernard Nelson
Do It Your Way Tailor your portfolio with separately managed accounts. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Kevin Burke
Actively Adding Value to Passive Investments Separately managed accounts that invest exclusively in exchange-traded funds are vying for a place at the advisory table, as an increasing number of money managers look to cash in on the popularity of these very cheap, very liquid investments. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2007
Len Reinhart
The Bigger Picture Will overlay management become the new business model for separately managed accounts? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
August 1, 2006
Stan Luxenberg
From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore. mark for My Articles similar articles
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. mark for My Articles similar articles
Wall Street & Technology
October 28, 2008
Melanie Rodier
UMAs Continue to Grow in Turbulent Financial Markets Amid the worst market turmoil in a generation, high-net-worth investors are increasingly entrusting their long-term wealth to unified management accounts. Fueled by the accounts' asset diversity and rebalancing agility. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
April 2006
Maya Ivanova
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. mark for My Articles similar articles
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). mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Investment Advisor
March 2007
Kathleen M. McBride
From Morningstar, Select Stock Baskets Advisors looking at separately managed accounts may want to examine a new offering from Morningstar Investment Services -- Managed Portfolios Select Stock Baskets. mark for My Articles similar articles
Financial Advisor
March 2008
Sydney LeBlanc
Investment Utopia With index investing used as a foundation, numerous strategies are being employed to help generate returns that may beat the market while keeping costs low and allowing investors to sleep at night. mark for My Articles similar articles
The Motley Fool
July 15, 2008
Tom Hutchinson
Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2009
Marla Brill
ETF Portfolios To Go ETF portfolio management services pitch to financial advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2008
Advisor Emporium Pershing Launches ETC Information Center... Curian Capital Creates Diversification Platform... MassMutual Increases Retirement Offerings... etc. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
December 2003
Sydney LeBlanc
Unified We Stand The latest sensation in managed accounts offers streamlined service. mark for My Articles similar articles
Financial Advisor
February 2005
Advisor Emporium Securities America Offers New Portfolio Management Service... Principal Financial Adds Options to Health Savings Account (HSA) Plan... Pareto Systems Offers Customized CRM Platform... etc. mark for My Articles similar articles
Registered Rep.
February 19, 2010
Stan Luxenberg
How To Size Up An ETF Advisors remain divided about ETFs. At one end of the spectrum a growing number of advisors are putting all their assets in ETFs. At the other extreme are those who steer completely away from the funds. A third group shops selectively. mark for My Articles similar articles
Financial Advisor
October 2012
Joel P. Bruckenstein
A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2007
Matt Hougan
Layer Upon Layer With the surging interest in exchange-traded funds, it was only a matter of time until someone decided to package them together into a fund-of-funds structure. But are they the best option for your financial advisory clients? mark for My Articles similar articles
Financial Advisor
May 2004
C. Michael Cart
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed. mark for My Articles similar articles
Registered Rep.
July 23, 2010
Brad Zigler
An ETF Commission War Is Brewing There's something afoot in the ETF space that's going to challenge reps and advisors to create value-for-money propositions for their services. mark for My Articles similar articles
Financial Planning
June 1, 2008
Savage & Lowenstein
Semicustom Solutions Managing client accounts based on model portfolios and harnessing technology to implement investment strategy efficiently and consistently at the client portfolio level. mark for My Articles similar articles
Financial Planning
November 1, 2009
Donald Jay Korn
Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts. mark for My Articles similar articles
Financial Advisor
May 2010
Edward K. Riley
The Lost Decade Investor portfolios were torpedoed by over-diversification and unquestioning acceptance of the efficient market hypothesis. mark for My Articles similar articles
Financial Advisor
April 2010
Marla Brill
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. mark for My Articles similar articles
Financial Planning
February 1, 2005
Donald Jay Korn
New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing. mark for My Articles similar articles
Investment Advisor
January 2006
Robert F. Keane
Far From Fossilized Advisors Capital Management looks to provide clients with true individual portfolios of diversified securities at a much lower cost than is possible with mutual funds. mark for My Articles similar articles
Financial Advisor
October 2004
Sydney LeBlanc
Your SMA Business Primer Start here to learn how to open separately managed accounts (SMAs) for your clients. mark for My Articles similar articles
Investment Advisor
March 2007
Robert F. Keane
Catching up with... Tim Meyer To get a handle on what's happening in the world of ETFs -- where assets grew 40% in 2006 to $422 billion -- here is an interview with the ETF business manager for Rydex Investments. mark for My Articles similar articles
Registered Rep.
April 3, 2012
Diana Britton
Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about. mark for My Articles similar articles
On Wall Street
April 1, 2010
Howard J. Stock
Back Office Move Has Advisors Up In Arms -- Some Bolt Questions surround what will happen to BAI clients when Merrill moves their accounts from National Financial to Merrill Lynch. mark for My Articles similar articles