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The acquisition of CheckFree Corp. of Norcross, Ga., by Fiserv of Brookfield, Wis., announced on Aug. 2, has raised questions as to whether CheckFree's investment services division will stay or go, perhaps being independently sold off to the highest bidder. The unit provides the separately managed account (SMA) technology, including client reporting and portfolio management, for investment managers and broker/dealers.
August 20 -
NEW YORK-Managed accounts have been steadily gaining traction, but 2007 may be the year they truly get unleashed, according to panelists at a recent conference here.
July 9 -
NEW YORK-Without a good financial plan, retirement can be anything but relaxing. In fact, even for the affluent investor, adjusting to what should be one's leisure years takes some jarring realizations, said speakers at a recent presentation hosted by the Money Management Institute here.
July 9 -
Looking at the cultural chasm between independent and wirehouse broker/dealers, the fast-growing fee-based separately managed account business seems, to date, to have stayed on the wirehouse side of the divide.
July 2 -
Offshoring functions save companies millions of dollars a year, and as the practice matures, financial institutions are moving to the next stage of optimizing their offshoring operations, according to Deloitte & Touche's fourth "Global Financial Services Offshoring" report, based on interviews with 36 financial institutions in eight countries.
July 2 -
NEW YORK-As unified managed accounts become more well known among investors and financial advisers, firms creating them are faced with questions of what functions to outsource, along with related technology issues and compliance rules, according to panelists at Financial Research Associates' "Unified Managed Account" conference here last week.
June 25 -
WASHINGTON-Financial advisers seek service above all else when it comes to picking separately managed account products for their platforms, according to panelists at the Money Management Institute's 10th Annual Conference here earlier this month.
May 14 -
By Brian Bono, CFA, Senior Investment Analyst, Brinker Capital, and Noreen Beaman, CPA, EVP, Strategic Planning, Brinker Capital
May 14