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Separately Managed Accounts

Wall Street Wirehouses Continue to Dominate SMA Market

August 30, 2010 - Wall Street wirehouse bulge-bracket firms continue to top the list of sponsors of separately managed accounts for the second quarter of this year, according to a research report just issued by the Money Management Institute and Dover Financial Research.The report, whose findings were called preliminary, listed the top five sponsors of separately managed accounts as Morgan Stanley Smith Barney, BoA Merrill Lynch, Wells Fargo, UBS Financial and Charles Schwab, respectively based on the value…

High-Net-Worth Head Count Up

August 5, 2010 - The number of high-net-worth individuals in the top 10 U.S. metropolitan areas rose 17.5% in 2009, the highest growth rate in the last four years.

Doll, Pace Forecast Economic Recovery

July 19, 2010 - The vice chairman at BlackRock said that though the economic recovery hit a stumbling block in the first half this year, he is confident it can overcome that obstacle by ....

TD Ameritrade, Vanguard Add Thesis Flexible Fund to Platform

July 1, 2010 - Thesis Flexible is an alternative strategy fund that primarily uses hedge fund strategies and is already on the Fidelity and Schwab platforms.

Ranks of Wealthy Rebound

July 1, 2010 - The 10 million high-net-worth individuals around the world own a total of $39 trillion in assets.

Checking Systemic Risk: Eight Approaches, All Costly - SIFMA Survey

June 15, 2010 - The Securities Industry and Financial Markets Association Monday said the creation of a system of monitoring overall risks to the nation's financial industry could take one of eight forms, each of which would be costly.

CEOs Feeling Optimistic: PwC

June 15, 2010 - Chief execs are upbeat about the U.S. economy for the first time in two years.

Morgan/Merrill Talent Fight Intensifies

June 11, 2010 - Morgan Telling All Producers Itching to Leave: We Have the Best Transition Package on The Street.

Dodd Endorses Swaps Ban, While GOP Ponders Its Influence

June 10, 2010 - WASHINGTON — Senate Banking Committee Chairman Chris Dodd Wednesday endorsed a proposal to force banks to spin off their derivatives desks, saying Sen. Blanche Lincoln's primary win this week had increased odds some form of it would be in the final regulatory reform bill. Lincoln, who chairs the Senate Agriculture Committee, has been fighting an uphill battle to protect her provision, which regulators have said would increase risk to the system by forcing derivatives units offshore…

Boston Private Hires McKinsey Exec as CEO, Prez

June 9, 2010 - Clayton Deutsche to focus on changing definition of American wealth.

SEC Bringing Proxies Into 21st Century

June 9, 2010 - Chairman Mary Schapiro recently told the Business Roundtable that the regulator is looking at proxy firms and the OBO/NOBO (“non-objecting beneficial owners”) systems.

Morgan Recruitment Package Aimed at the Ambitious Young

June 9, 2010 - Crosstown, rival Merrill Lynch is letting its top 20% producers take home 300% of profits.

Morgan Stanley Denies Rumor it Plans to Shutter Branches

June 8, 2010 - WSJ, others reported it was laying off 1,200 and shutting 300 branches.

Which Provisions Are Likely to Stay In — and Get Stripped Out — of Financial Reform

June 7, 2010 - Drilling Down on Reform: Key differences between House and Senate bills.

Vercie Lark DST’s New Chief Information Officer

June 7, 2010 - Vercie Lark will run the company’s enterprise IT and data center.