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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.
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.
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 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.
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?
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.
BusinessWeek November 21, 2005 Lauren Young	Sizing Up Tailored Portfolios A study shows that investors in separately managed accounts like the results.
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
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.
Entrepreneur March 2004 Scott Bernard Nelson	Do It Your Way Tailor your portfolio with separately managed accounts.
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 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.
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.
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.
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.
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 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 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.
Financial Advisor March 2007 Sydney LeBlanc	Ideology Investing With SMAs Philanthropy and separate accounts charitably co-exist. The flexibility of SMAs can also help clients who establish charitable remainder trusts.
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.
The Motley Fool February 17, 2006 Selena Maranjian	Brokerages Circumventing Falling Fees Some SMAs might serve some investors well, but study your options carefully before signing up.
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.
Investment Advisor July 2006 Melanie Waddell	Retirement Planning: Retirement Advisor Profile Novice unified managed accounts (UMAs): just right for retiring boomers.
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 September 2007 Sydney LeBlanc	Not Just For The Big Boys Anymore Advances in technology make separately managed accounts available to smaller investors.
Registered Rep. April 1, 2003 Ross Tucker	MMI Annual Conference: SMAs Off and Running This year's Money Management Institute annual conference turns on a central fact: separately managed accounts (SMA) are in the midst of a critical wave of growth.
Financial Planning January 1, 2006 Steve Deutsch	Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles.
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.
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 Planning April 1, 2007 Len Reinhart	The Bigger Picture Will overlay management become the new business model for separately managed accounts?
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.
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. 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.
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.
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 February 2004 Sydney LeBlanc	Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms.
Investment Advisor June 2007 Melanie Waddell	Are SMAs Growing, or Not? When it comes to separately managed accounts, performance is the top issue for advisors.
Financial Advisor May 2006 Sydney LeBlanc	Selling An SMA Practice As an independent financial adviser who has built a powerhouse separately managed account business, can you put a price on the value of your advice, your standards and your relationships?
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 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.
Registered Rep. October 1, 2005 John Kador	Schwab Does It Again Charles Schwab, the pioneering discount broker who was slammed by the tech wreck and suffered through protracted management struggles in the past two years, is beating the wirehouses at their own game.
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 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?
Registered Rep. April 21, 2004 David A. Gaffen	Separately Managed Accounts in Beantown According to data from Tiburon, 61 percent of fee-only advisors (RIAs) use no-load mutual funds as the chief component of their investment strategy.
On Wall Street April 1, 2012 Elizabeth Wine	SMAs Tough It Out Those managers who rose to the top of the heap in the separately managed accounts industry carefully researched and weighed their options before making their moves. And it wasn't easy.
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 2010 Savita Iyer-Ahrestani	Clear Thinkers The 2010 SMA Managers of the Year display clarity in their alpha theses, consistently adding disciplined value on a risk-adjusted basis.
Registered Rep. October 31, 2011 Diana Britton	Going Public: Advisors Take Investment Ideas Mainstream With ETFs Some advisors are finding that launching an ETF can strengthen relationships with existing clients by reinforcing the value-add.
Investment Advisor April 2007 Kathleen M. McBride	Par Excellence 2007 Separately Managed Accounts Awards: Thornburg Investment Management Value Equity... TCW Investment Management Relative Value Large Cap... etc.
Investment Advisor April 2008 McBride & Iyer-Ahrestani	At the Summit The Thornburg Value Equity team efficiently and effectively delivers targeted, institutional-quality money management to high-net-worth individuals.