3 Ways to Deliver Tax Efficient Investment Solutions
This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit. The speaker for this session was Randy Bullard, Executive VP, Institutional Business Development, Placemark Investments. Randy began by listing the three main areas where tax efficiency can be achieved: Asset Placement – trust & estate planning, asset allocation and […]
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 […]
Retail Investing: Finding True Alpha
In his presentation at the FRA’s 8th Annual Managed Accounts Summit, Jack Sharry began with a quick review of changes in investor sentiments over the past thirty years. We’re at a point now where the baby boomers are looking towards an uncertain retirement, he stated. After the market upheavals of the past few years, the […]
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, […]
Break Away from the Status Quo, Gardner Urges
“Doing more with less” is how R. Buckminster Fuller, in his 1973 book Earth, Inc., proposed that the human race improve its overall standard of living by improving efficiency in order to survive. In his opening remarks at Financial Research Associate’s 8th Annual Managed Account Summit, Keynote Speaker David H. Gardner warned that the managed […]
How Citigroup is Trying to Leverage Social Networking
This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit. The speaker was Chandresh Iyer, Managing Director and Head of Global Custody & Investment Services, Citigroup. Chandresh began by stating that Citigroup is looking at social networking as a means of delivering advice, since you’re more likely to do something […]
Financial Crisis Failures and Improving Risk Management
This is a summary of a session from the FRA’s Performance & Risk Measurement Symposium that was held in Boston on April 23-24, 2009. Speaking in this session was James E. Hollis, CFA, Managing Director of Cutter Associates. Jim provided a well-researched overview of the recent financial crisis as well as some tangential, but interesting […]
Going Beyond the Fundamentals of Benchmarks and Getting it Right!
This is a summary of a session from the FRA’s Performance & Risk Measurement Symposium that was held in Boston on April 23-24, 2009. Speaking in this session was Ronald J Surz, President & CEO of PPCA, Inc. Ron is a pension consulting veteran, having started with A.G. Becker in the 1970’s. He earned an […]
