| Similar Articles |
|---|
 |
Wall Street & Technology
June 29, 2005
Paul Allen |
Outsourcing SMA Operations Administering separately managed accounts (SMAs) is challenging. As a result, outsourcing service providers are positioning their middle- and back-office capabilities to support the SMA space.   |
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
June 22, 2004
Jessica Pallay |
Separate but Equal? The market is demanding separately managed accounts, but can the technological challenges be overcome? |
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. |
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. |
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. |
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? |
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 Advisor
December 2003 |
Advisor Emporium New Communications System Will Help SMA Industry... Rydex Program For RIAs... ICON Funds Names Managers... etc. |
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. |
Registered Rep.
October 22, 2004
John Churchill |
Regulatory, Compliance Issues Hover Over MMI Conference Many foresee the huge growth in separately managed accounts' popularity, combined with operational complexity, lack of standardization and relative lack of investor knowledge about these products, makes them an easy target for the SEC. |
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. |
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
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
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. |
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. |
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. |
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
April 1, 2007
Len Reinhart |
The Bigger Picture Will overlay management become the new business model for separately managed accounts? |
Entrepreneur
March 2004
Scott Bernard Nelson |
Do It Your Way Tailor your portfolio with separately managed accounts. |
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. |
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 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?" |
Financial Planning
November 1, 2009
Donald Jay Korn |
Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts. |
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.
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. |
BusinessWeek
November 21, 2005
Lauren Young |
Sizing Up Tailored Portfolios A study shows that investors in separately managed accounts like the results. |
Registered Rep.
September 1, 2005
John Churchill |
SMAs: More Room to Boom The separately managed account industry continues to grow, but the investment vehicle has yet to truly take off. |
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
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. |
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. |
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. |
Wall Street & Technology
April 17, 2008
Penny Crosman |
Merrill Lynch Speeds Up Application Development Merrill Lynch developers are turning Microsoft's Windows Workflow Foundation framework into a customized platform for rapid application development. |
