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SMA Advocacy Network

Thursday, July 02, 2009. Website for automation tips. Just found this release to help money managers reduce their operational expenses. With 80 percent of the SMA folks using APL, everybody has an incentive to reduce overhead as the fees continue to decline. I check out the site and it looked pretty good. Jun 23 (8 days ago). Kass Enterprises has released the first moderated online forum for the Fiserv APL community and those companies that service this community. The new forum, called APL Answers. In a ...

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Thursday, July 02, 2009. Website for automation tips. Just found this release to help money managers reduce their operational expenses. With 80 percent of the SMA folks using APL, everybody has an incentive to reduce overhead as the fees continue to decline. I check out the site and it looked pretty good. Jun 23 (8 days ago). Kass Enterprises has released the first moderated online forum for the Fiserv APL community and those companies that service this community. The new forum, called APL Answers. In a ...

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SMA Advocacy Network | smanetwork.blogspot.com Reviews

https://smanetwork.blogspot.com

Thursday, July 02, 2009. Website for automation tips. Just found this release to help money managers reduce their operational expenses. With 80 percent of the SMA folks using APL, everybody has an incentive to reduce overhead as the fees continue to decline. I check out the site and it looked pretty good. Jun 23 (8 days ago). Kass Enterprises has released the first moderated online forum for the Fiserv APL community and those companies that service this community. The new forum, called APL Answers. In a ...

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smanetwork.blogspot.com

1

SMA Advocacy Network: Wachovia's Stock Brokers...

http://smanetwork.blogspot.com/2008/09/wachovias-stock-brokers.html

Tuesday, September 30, 2008. From Family Wealth Report. What will happen to all those "Financial Advisors? Charlotte, N.C.-based Wachovia will remain a publicly traded company in possession - for now - of its fund company Evergreen Investments, which managed $246 billion at the end of June, and a majority stake in Wachovia Securities, the retail-brokerage business of Wachovia Wealth Management. Http:/ www.familywealthreport.com. Posted by Jamie Waller at 6:02 AM. VISIT The SMA Network Blog.

2

SMA Advocacy Network: August 2006

http://smanetwork.blogspot.com/2006_08_01_archive.html

Wednesday, August 30, 2006. Best Coverage of SMA Growth in Second Quarter Family Wealth Report. Managed acct assets hit all-time high in Q2 2006. FWR Staff - 28 August 2006. The MMI attributes the gain to continuing consumer demand for a fee-based, advisory approach to personal investment management. SMA assets have been growing at the rate of about 24% a year since the late 1990s. Several industry sources - the MMI among them - calls for SMA assets to hit the $1-trillion mark by the end of the decade.

3

SMA Advocacy Network: "LBJ took the IRT down to "___ Street USA EPL to APL

http://smanetwork.blogspot.com/2008/09/lbj-took-irt-down-to-street-usa-epl-to.html

Saturday, September 20, 2008. LBJ took the IRT down to " Street USA EPL to APL. Our whole vision of replacing our core system is still there, but the method is different," says Cheryl Nash, senior v.p. for strategic marketing and business development for Checkfree, which was acquired last year by Fiserv. Nash says Checkfree is talking to clients this year about their needs and priorities to determine which ones will convert to the initial modules. "We probably will get a stampede for the newer featur...

4

SMA Advocacy Network: SMA Hiring Back!! High paying position

http://smanetwork.blogspot.com/2008/05/sma-hiring-back-high-paying-position.html

Thursday, May 29, 2008. Major Firm looking for Product Manager! Send me a note jamiewaller@jamiewaller.com for more info. Position -VP - Product Manager. Candidate will be responsible for product development and implementation. Of ITAS' SMA platform. Specifically, this person would be responsible. For determining product features and functions required by the target. Market and work with operations and technology to implement the. Solutions. Specific responsibilities include:. Marketplace and client needs.

5

SMA Advocacy Network: September 2007

http://smanetwork.blogspot.com/2007_09_01_archive.html

Sunday, September 02, 2007. Manage Your SMA business! Conference September 10th and 11th. The SMA industry is at a critical point in time. The impact of model based accounts and the merger of sponsors and service firms is challenging every firm to stay on top of. Change. The Sixth Annual Managed account seminar on September 10. Will be critical to the informational business needs if you are in the SMA business. The Managed Account conference is held at the Arizona Biltmore in. Or call me at 908-656-3915.

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smanetwork.blogspot.com

SMA Advocacy Network

Thursday, July 02, 2009. Website for automation tips. Just found this release to help money managers reduce their operational expenses. With 80 percent of the SMA folks using APL, everybody has an incentive to reduce overhead as the fees continue to decline. I check out the site and it looked pretty good. Jun 23 (8 days ago). Kass Enterprises has released the first moderated online forum for the Fiserv APL community and those companies that service this community. The new forum, called APL Answers. In a ...

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