Envestnet Adds BlackRock, Janus, PIMCO Managers to SMA Platform
Envestnet has added SMA portfolios from BlackRock, Janus, Franklin Templeton and PIMCO to its platform of vetted SMA managers for its affiliated advisors.
Fidelity Investments unveiled a new managed account platform designed to help RIAs save time and expense by streamlining the managed accounts process, and provide them...
Fidelity's Separate Account Investment
Many independent broker/dealers, banks, and credit unions provide fee-based services for reps through third-party separate and mutual fund wrap providers such as Morningstar, Lockwood, AdvisorPort,...