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Separately Managed Accounts

Bank of America: We’re Bullish on Merrill Lynch

January 24, 2012 - Even as the company sets out on a second round of cost-cutting in Project New BAC, chief executive officer Brian Moynihan said the company considers Merrill Lynch Global Wealth Management one of its core businesses – and will increase efforts to build it up.

Exports, Education & Equities, Undervalued, in Goldman Sach’s Book

December 6, 2011 - Unemployment among Americans without college educations is now in the mid-teens, says Goldman Sachs investment strategist Abby Joseph Cohen. But there are unrecognized strengths in exports and equities, that should be recognized in investing in a recovery.

Exchange to Provide Venture Capital to ETF Issuers

November 17, 2011 - The operator of an all-electronic options exchange and licenser of financial indexes said it was beginning to fund the creation of exchange-traded funds by other parties.

Fidelity Upgrades Family Office Support Services

June 27, 2011 - Fidelity Family Office Services has formed a partnership with Foundation Source to offer back-office services to the asset custodian’s 140 single-family office clients.

Lord Abbett, Wilshire Partner on Managed Income Solution

June 9, 2011 - The portfolio is aimed at the independent advisory market.

Edward Jones Adds UMA Models to Advisory Platform

May 16, 2011 - Managed Portfolio Advisors and Vestmark will provide overlay management.

Are Managed Accounts Just for the Ultra-Wealthy?

May 12, 2011 - BOSTON - Managed accounts used to be for the wealthy, but in the last 18 to 24 months, they have become increasingly available to the mass affluent because of a reduction in costs and an increase in efficiency, said AJ Harper, managing director of Lockwood Advisors, an affiliate of Pershing, a BNY Mellon company, in an interview at the Money Management Institute annual conference here. …

Fidelity Ultra-HNW Program Nears $2 Billion

May 9, 2011 - Fidelity has also hired Trevor A. Norton to head the program, designed for independent RIAs.

U.S. Bank Launches Unit for Ultra-Wealthy With $25M+

April 28, 2011 - The bank expects significant revenue growth from wealth units.

TD Ameritrade Now Offers ETFs in Amerivest Portfolios

April 4, 2011 - The portfolios are funds-of-funds that previously only offered a selection of mutual funds.

Schwab Debuts Three Windhaven Portfolios

March 22, 2011 - The portfolios are broadly diversified and aim to reduce risk.

Curian Launches Research Select Portfolios

March 14, 2011 - One set of the managed accounts focuses on accumulation, the other on income distribution.

Dreyfus' Hoey: Oil Supply Shock Won't Derail Global Recovery

March 6, 2011 - The “supply shock” created by internal strife in Libya"won't break the sustainability of this recovery," Dreyfus chief economist Richard Hoey told the Bank Insurance and Securities Association conference Sunday, in an opening keynote.

NICSA 2011: A 5% Spending Increase? How About 20%.

February 15, 2011 - Most projections call for financial services firms to boost tech spending this year by 5 percent or less. Then, there's Brad Lyman, director of technology at Matthews International Capital Management, and a more robust estimate today at the National Investment Company Service Association 2011 Conference & Expo.

Former Fairholme Managers Launch GoodHaven Capital

January 20, 2011 - The investment firm has a go-anywhere mandate.