Are Managed Accounts Obsolete?

This post is a summary from a session at the Financial Research Associates 9th Annual Managed Accounts Summit in Boston, MA. These are three of the most frequently asked questions regarding the managed solutions industry according to David Gardner, Principal, Smart Consulting Firm, LLC. Are managed accounts obsolete? David informed us that managed solutions today […]

JPMorgan Doubles Model SMA, UMA Business in 2010

FundFire has an interesting article about the tremendous growth of JP Morgan’s managed account programs last year.  The article, written by Tom Stabile, describes some of the key features that made JPM’s programs so successful.  It also points out some new trends that are appearing in the industry. Open Architecture Is their UMA open architecture or […]