Sign up today and take advantage of member-only content — the kind of timely, cutting edge industry insight that only Money Management Executive can deliver.
  • Exclusive Online Only Content
  • Free Daily Email News Alerts
  • Asset Management Blogs

Phoenix Publishes Managed Account Book


Phoenix Investment Partners, the investment management subsidiary of The Phoenix Cos. has published a handbook called "The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts."The book focuses on the best practices of top advisors in separately managed accounts.

The book, authored by Stephen D. Gresham, features commentary by more than 40 of whom he considers to be the most successful fee-based advisors and executives in the industry.

Gresham is a noted wealth management expert and speaker, and also serves as an executive VP and director of sales and marketing for Phoenix's private client group.