Responsibilities: Produce high-quality, timely RFP/questionnaire responses for new and existing institutional, SMA, wrap and sub-advisory accounts. Collaborate with subject matter experts to keep data current and accurate. Monitor, track and report on RFP activity and status. Complete third-party consultant databases on a monthly and quarterly basis Procure, organize and maintain firm and strategy data needed [...]

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We are pleased to provide you with MMI’s newest publication, Rebuilding the Advisory Relationship 2009-2010: Solutions, Resources and Support—another paper from our MMI Reports series. Prepared for MMI members by FUSE Research and authors Neil Bathon, Mike Evans and Kevin Keefe, the report presents a careful exami- nation of how successful firms are supporting advisor [...]

The Depository Trust & Clearing Corporation (DTCC) announced today that UBS Financial Services, the third largest sponsoring broker/dealer of managed accounts in the U.S., is preparing to launch a test, with several investment managers (IMs), of DTCC’s Managed Accounts Service and the recently introduced MAS Portal.