Product Type: Market Research Report
Published by: TowerGroup
Published: December 2006
Product Code: R301-1227Description Managed money products and process continue to evolve as extensive progress is made in institutionalizing investment management for individuals and households. Evolution toward a unified managed household will be the keystone of institutions' efforts to deliver wealth management to more households. This TowerGroup Research Note highlights and analyzes technology trends and innovations regarding overlay management, retirement income planning, and the unified managed household that will continue to advance the value proposition of managed money solutions, both separately and as an essential ingredient of effective wealth management.Table of Contents
- TowerGroup Take-Aways
- Report Coverage
- Growth and Evolution of Managed Money
- Exhibit 1 Assets in US Managed Accounts (2001-11P)
- Poor's Portfolio Advisor platform.
- What Is Wealth Management?
- Exhibit 2 Wealth Management Model: Financial Planning and Ongoing Management to the Plan
- Exhibit 3 Managed Money Programs: "Investment Efficacy" Through an Institutionalized Investment Process
- Overlay Management: Achieving Investment Efficacy
- Exhibit 4 US Spending on Overlay Management Technology and Service Solutions (2004-11P)
- Exhibit 5 US Mutual Fund Capital Gains Distributions (1996-2005)
- Retirement Income: Opportunity and Challenge
- AssetMark Investment Services, Inc.
- FundQuest
- Accelerating the Drive to the Unified Managed Household
- Exhibit 6 Unified Managed Household: A Model to Support for Retirement Income and Wealth Management
- Wings: An Analysis of the Online Account Aggregation Vendor Market
- iRebal
- MyVest
- Summary
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