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Separately Managed Accounts

Jackson Announces Record Profit of $670 Million in 2009

March 10, 2010 - The company’s sales also hit a record $15.2 billion.

Eagle Offers Investment Grade Bond Fund

March 10, 2010 - The fund is modeled on the company’s separately managed accounts portfolio.

Advisers Hope Marketing Means Growth in 2010

March 9, 2010 - Sixty-four percent have increased their marketing budgets, up from 53% who had done so in September.

Millionaire Ranks Grow 16% to 7.8 Million

March 9, 2010 - And pentamillionaires grow 17% to 980,000.

RBC Wealth Profit Rises 72% to $213 Million

March 4, 2010 - Higher fee-bases client assets and accounting adjustments boost earnings.

Seasoned National Accounts Pros Vital to Profitability: kasina

March 4, 2010 - With distribution opportunities at a premium, a top-notch national sales team trumps external wholesalers at fund companies.

Frugal the New Normal for Wealthy, Schwab Survey Shows

March 3, 2010 - The survey was conducted among 1,100 independent advisers.

JPMorgan Chase’s Fund Unit Looks for Surge in Bank Channel Sales

March 1, 2010 - Being owned by a bank has handcuffed many mutual fund units. Just don’t tell that to JPMorgan Chase & Co.’s J.P. Morgan Funds.

Wilmington Eyes Growth in Southeast

March 1, 2010 - The company is also looking to cross-sell more products.

Eaton’s First Quarter Profits Jump 87% to $46 Million

February 25, 2010 - For the quarter ended Jan. 31, revenue rose 30% to $272 million.

Affluent Confidence Up, But Millionaires Wary

February 24, 2010 - Despite an increase in affluent investor confidence, millionaires are “uneasy” about the economy.

AlphaSector AllWeather Indexes Aim to Minimize Downside Risk

February 22, 2010 - The new indexes are from F-Squared Investments and the new AllWeather Advisory Board.

Schwab Claims Solid Month in New Assets

February 17, 2010 - Net new assets rose By $6 billion in January.

Advisers Increased Client Contact in 2009 to Repair Trust

February 16, 2010 - The increased attention investors have demanded has distracted many advisers from growing their business.

UBS Wealth's Outflows Keep Rising

February 11, 2010 - The company blames outflows of $11.2 billion in the fourth quarter on departing advisers.