In the News
FUNDFire,1 May 6, 2008
Due Diligence of Overlay Tests SMA Industry
FUNDFire,¹ March 14, 2008
Retirement Product Wave Hits Wealth Market
Financial Planning, December 17, 2007
High Net Worth: UMAs vs. SMAs
FUNDFire,¹ November 29, 2007
Model Portfolio Growth to Hit SMA Revenues
FundFire,¹ October 31, 2007
Trading Issues Worry SMA Managers in Models
Investment New, September 24, 2007
Overlay Managers Relieve Tax Headaches
On Wall Street, September 2007
Treasures in Tiny Packages
Barron’s,¹ May 21, 2007
Overlay Revolution
Wall Street and Technology, January 5, 2007
Growing in Popularity, UMAs Simplify the Investment Process
American Banker, January 24, 2007
Oppenheimer Launches UMA Program with Placemark as Overlay Manager
FUNDFire,¹ February 2, 2007
Smith Barney to Upgrade Managed Money Line
FUNDFire,¹ March 5, 2007
New Advisor Segment Opens for Managed Accounts
FUNDFire,¹ December 28, 2006
Managed Acct Outsourcing to Revive in '07
Forbes, December 27, 2006
Get Your Adviser to Open Up
American Banker,¹ December 27, 2006
Review 2006/Preview 2007: UMAs Starting to Live Up to Their Billing
FUNDFire,¹ December 13, 2006
Merrill, Smith Barney Rule Multi-Style Accts
FUNDFire,¹ November 27, 2006
Schwab, Wells Fargo Promise Unified Accts
Financial Planning, October 2006
Front and Center
FUNDFire,¹ October 27, 2006
Morgan Stanley Adds Franklin to Unified Managed Accounts
FUNDFire,¹ September 29, 2006
Banks Face Obstacles to Managed Acct Growth
Family Wealth Report,¹ September 12, 2006
Overlay Manager Placemark Hits $3 Billion AUM Mark
Barrons,¹ August 21, 2006
One-Source Bounty? Unified Managed Accounts
FUNDFire,¹ Aug 21, 2006
Smith Barney, Morgan Stanley Lead Unified Acct Pack
FUNDFire,¹ July31, 2006
Unified Accounts to Benefit Managers: Study
FUNDFire,¹ June 2, 2006
Wealth Firms Hand $200B to Managers Annually
American Banker Online,¹ May 2, 2006
Banks Warming to Unified Managed Account Alliances
Family Wealth Report,¹ April 11, 2006
Smith Barney launches new multi-discipline acct
FUNDFire,¹ April 11, 2006
Smith Barney Upgrades Multi-Discipline Accts
Dow Jones,¹ February 9, 2006
UMAs: What they are and what they do
Wall Street & Technology, January 26, 2006
Placemark Announces New UMA Features
Wall Street & Technology, January 24, 2006
Retirement Boom
Family Wealth Report,¹ January 23, 2006
Viewpoint: Building the Unified Managed Household
Financial Planning, January 2006
The Next New Thing