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The Top 10 WMToday Posts from 2014

At the end of every year, we compile a list of the most popular posts that were published on WM Today. It’s a great way to look back on what happened this year, and an insight-packed view of what really resonates with our readers. 10. Going Mobile: Review of AssetMark’s New iPad App As part […]

Current Trends in UMH Programs & Technology

Current Trends in UMH Programs & Technology

How have Unified Managed Households (UMH) been evolving in wealth management?  What are the essential elements of UMH?  Which segment of the industry has been leading with new UMH feature deployments? These questions and more were discussed during a panel session at the 12th Annual Managed Account and UMA Summit, organized by Financial Research Associates, […]

Merrill Streamlines Their Platform To Deliver UMH for Clients

Merrill Streamlines Their Platform To Deliver UMH for Clients

Posted by on Aug 12, 2014 in Industry Analysis

Last week, I was contacted by a reporter from FundFire looking for my comments on a new feature that Merrill Lynch has implemented as part of their $100 million platform consolidation project.  The project, called Merrill One, is replacing five other legacy programs, some of which have been running for over 25 years.  She was […]

IAS Responds: Which Portfolio Rebalancing Software is Right for You?

IAS Responds: Which Portfolio Rebalancing Software is Right for You?

Posted by on Jul 15, 2014 in Portfolio Management, Software Review

As part of my series of articles on portfolio rebalancing software, I met with some folks from Interactive Advisory Software (IAS), who were kind enough to give me a demo of not only their rebalancing tools, but their entire wealth management platform, called Solution 360. IAS is based in Egg Harbor Township, NJ and was founded in 2000.  They […]

FolioDynamix Making Waves in Bank Trust Market

FolioDynamix Making Waves in Bank Trust Market

Posted by on Jun 12, 2014 in News

Fundfire featured an article yesterday about FolioDynamix adding a new client in the bank trust space.  They called me for comments on how the company has positioned themselves to increase bank trust market share and if their platform provides an opportunity for asset managers to sell more product. The article is by Danielle Verbrigghe, who recently […]

Going Under the Hood of Models-Only Programs

Posted by on Dec 12, 2013 in Asset Management, Conference Summaries

This is a summary of a session from the Money Management Institute’s Fall Solutions Conference that was held in October 2013 in New York City. Moderator: Heeren Pathak, CTO, Vestmark Panelists: Nancy Camarata, VP, Managed Accounts, Neuberger Bermann Anthony DiGangi, VP, Director of Managed Accounts Operations, Fred Alger Management David Laskar, Executive Director and Portfolio Manager, […]

6 Keys to Launching a Successful UMA Program

6 Keys to Launching a Successful UMA Program

Posted by on Sep 24, 2013 in Conference Summaries

This is a summary of a session from the FRA’s 11th Annual Managed Account and UMA Summit that was held in September 2013 in NYC. Moderator: Bill McFadden, U.S. Business Development, CGI Panelists: Chris Gibbons, VP Investment Product Management, PNC Asset Management John McDevitt, CFA, SVP, Brown Brothers Harriman Sophie Schmitt, Senior Analyst, Wealth Management, […]

Why Haven’t Advisors Embraced Unified Managed Accounts?

Why Haven’t Advisors Embraced Unified Managed Accounts?

Posted by on Jan 1, 2013 in Conference Summaries

This is an overview of a session from the MMI 2012 Tech & Ops Conference held in Jersey City, NJ. Moderator: Jay Link, Managing Director, Managed Solutions Group, Merrill Lynch Panelists: Andrew Clipper, Managing Director, Head of Wealth Management Services, NA, Citi John Capelli, Managing Director, COO, Managed Account Advisors, Merrill Lynch Rob Klapprodt, President […]

Finding the Keys into Sponsor Platforms (2/2)

Posted by on Dec 17, 2012 in Conference Summaries

This is a summary of a session from the Money Management Institute’s 2012 Fall Solution Conference. This is part two of a two-part series.  You can read part one here. Moderator:  Bill Broderick, Principal, Investment Advisory, Edward Jones. Panelists: Steve Raimer, Partner, Director of Due Diligence, Lord Abbett & Co. Jeff Holland, Executive VP, Head of Capital Markets, Cole Real […]

Finding the Keys into Sponsor Platforms (1/2)

Posted by on Dec 13, 2012 in Conference Summaries

This is a summary of a session from the Money Management Institute’s 2012 Fall Solution Conference. This is part one of a two-part series. Moderator:  Bill Broderick, Principal, Investment Advisory, Edward Jones.  They launched their SMA program back in 1993 ($2.5 bil AUM), Mutual Fund Advisory (MFA) was launched 4 yrs ago and now has over […]