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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 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 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 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.
Financial Advisor March 2006 Sydney LeBlanc	Joe Sixpack's Family Office? The Unified Managed Account actually is the newest SMA kid on the block, enabling clients to get a single statement across different products including SMAs, mutual funds and exchange-traded funds, as well as multiple SMA managers.
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 April 1, 2007 Len Reinhart	The Bigger Picture Will overlay management become the new business model for separately managed accounts?
Financial Advisor September 2007 Sydney LeBlanc	Not Just For The Big Boys Anymore Advances in technology make separately managed accounts available to smaller investors.
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. 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 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.
Investment Advisor July 2006 Melanie Waddell	Retirement Planning: Retirement Advisor Profile Novice unified managed accounts (UMAs): just right for retiring boomers.
Financial Planning March 1, 2005 O'Toole & Steiny	The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up?
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 October 1, 2008 Paul Oliu	Client Rules Apply Separately managed accounts (SMAs) have never lived up to their promise of offering clients true flexibility.
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.
Wall Street & Technology October 17, 2007 Penny Crosman	Schwab, Investment Managers Prepare for Retirement Boom Some of the 78 million baby boomers are about to retire -- how will financial advisers cope with the deluge?
Financial Advisor December 2003 Sydney LeBlanc	Unified We Stand The latest sensation in managed accounts offers streamlined service.
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.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.
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.
Investment Advisor October 2006 Elizabeth D. Festa	UMAs & CIFs: New 401(k) Solutions A Retirement Planner Profile: John Newman's group at Denver-based Fiserv ISS is poised to take advantage of the new trend toward outside management of asset allocation in retirement plans -- and away from do-it-yourself 401(k) investing.
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).
The Motley Fool December 4, 2006 Tim Beyers	Get What You Pay For Financial advisors are scrambling to find new ways to get at your hard-earned moola. Their latest lure? Unified Managed Accounts.
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.
Investment Advisor December 2007	Upgrades LPL Financial Services has partnered with Fiduciary360... Kochis Fitz of San Francisco and Quintile Wealth Management of Los Angeles say they will merge... etc.
Wall Street & Technology January 24, 2007 Anthony Guerra	Wealth Managers Turn to Unified Managed Accounts to Better Serve Wealthy Clients The goal of the cross-product, cross-institution and cross-individual accounts is superior portfolio management, including tax optimization and risk mitigation.
Financial Advisor July 2011	Advisor Emporium Equinox Fund Management Creates New Fund... Edward Jones Adds UMA Models... Sammons Offers Retirement Line... etc.
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.
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.
Financial Advisor September 2007 David Lawrence	Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints.
Financial Planning May 1, 2008 Mark Willoughby	Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.
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.
Financial Advisor January 6, 2010	Frontline News Private-Placement Claims Surge... Holding Companies Holding On... Thin Wallets... Average Withdrawal Rates Decrease... UMAs Slow To Win Fans...
Registered Rep. December 23, 2003 David A. Gaffen	Smith Barney's Unified Managed Accounts Raises $500 million Though still in its infancy, Smith Barney's unified managed account has gathered more than $500 million in assets in just two-and-a-half months. The UMA has been heralded as the next stage in the managed account arms race.
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.
Investment Advisor January 2006 Melanie Waddell	How to: Look Before Switching As one financial advisor found, changing custodians takes planning and plenty of time. When contemplating how to make the transition, be aware that there are myriad steps to take and issues to consider before jumping in feet first.
Financial Advisor October 2006	Advisor Emporium Auto-Execution Trading Operation Set... Company Formed To Value Illiquid Assets... New Fund Targets Inflation's Effects... High-Earner Disability Insurance Offered... etc.
Registered Rep. March 14, 2012 Charles Paikert	The Battle for Outsource Supremacy Envestnet president Bill Crager has been running the outsourcing company since it started twelve years ago. The Chicago-based firm now provides reporting, technology and research services to about 20,000 financial advisors and independent broker-dealers.
Financial Advisor March 2007	Advisor Emporium Penn Treaty Launches LTC Program... Thornburg International Growth Fund Introduced... Wasatch Ultra Growth Fund Reopens... ESI, FundQuest Offer UMA Product... BNY Introduces Reverse Mortgage... etc.
Financial Planning November 1, 2007	New Products Alternatives: Altin:Fund has created two funds of funds managed futures... Navigator UMA, unified managed account... etc.
Financial Advisor April 2006	Advisor Emporium AIG Valic Offers Roth 401(k)s... Group Started For Top Advisors... Vanguard Plans New Small-Cap Fund... Allianz Releases Two LTC Products... Brinker Capital Launches UMA... Penn Mutual Upgrades Whole Life...