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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 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
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? |
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 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. |
Investment Advisor
March 2007
Robert Huebscher |
Getting It Together To give good advice, financial advisors need good information. Account aggregation is the key to good information |
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. |
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? |
Investment Advisor
July 2006
Melanie Waddell |
Retirement Planning: Retirement Advisor Profile Novice unified managed accounts (UMAs): just right for retiring boomers. |
U.S. Banker
March 2002
John Hackett |
Wealth Management Leaders With profit-generating assets shrinking because of the decline in stock prices, some of the biggest players in the wealth management field are hurting. But all assert the future is rosy, at least for them. Many have doubts, however, about the outlook for other players... |
Registered Rep.
January 28, 2011
John Aidan Byrne |
Banks Losing Mass Affluent To Online Brokerages U.S. and Canadian banks say developing mass affluent wealth management business is a top priority, but they're not doing enough about it. |
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. |
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 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. |
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. |
Financial Advisor
December 2003
Sydney LeBlanc |
Unified We Stand The latest sensation in managed accounts offers streamlined service. |
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 Planning
April 1, 2007
Len Reinhart |
The Bigger Picture Will overlay management become the new business model for separately 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. |
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). |
Financial Advisor
March 2004
Grove & Prince |
Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions. |
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.
December 6, 2011
Charles Paikert |
Banner Year for Account Aggregation, but Pricing Questions Remain Driven by client demand, technology advances and increasing advisor interest, 2011 has been a banner year for account aggregation, but wealth managers are divided on how to price the service. |
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
January 1, 2007
John J. Bowen |
It's a Coalition Effort Wealth management works -- that is, if everyone at your financial advisory firm works to make it happen. |
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 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. |
