FRA

How Break-Away Brokers are Changing the SMA Playing Field

This post is a summary of a session from the FRA's 8th Annual Managed Accounts Summit.The moderator for this session was Kathleen Shkuda, President, Zigzag Consulting. The panelists were Eric M. Sutherland, Managing Director, Allianz Global Investors and Heather Gardner, Principal, CIMA, National Accounts Director, William Blair & Company. According to Cerulli, separate account consulting …

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UMH Taking Over Wealth Management

The next generation of wealth management products will be centered around Unified Managed Households (UMH).  This is a prediction made by Cheryl Nash at the FRA's 8th Annual Managed Accounts Summit.  A UMH provides financial organizations with wider and deeper relationships with investors, she explained.  The goal is a more holistic approach to wealth management. Cheryl, …

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