Eaton Vance to Help BDs Cover Tech Costs of Its New Active ETFs
In an unusual arrangement, the firm will compensate broker-dealers for some technology costs related to sales of NextShares ETFs.
Parametric Combines Emerging and Frontier Markets for Diversification
Bob Breshock and Greg Johnsen of Parametric Portfolio Associates use four tiers of country weights and 1,500 securities from 43 different countries to diversify.
Top Portfolio Products: Invesco Sponsors App; Van Eck Launches Index Firm
In addition, Forward Management introduces new share class for fund; SEI implements new fund tax structure.
Eaton Vance’s Q4 and 2010 Earnings Up, Along With Net Inflows
Boston-based asset management firm Eaton Vance posted record revenue and record assets under management for its fiscal 2010 ended Oct. 31, 2010.
The New Wave
The Money Management Institute, Cerulli Associates, TowerGroup, and other analysts forecast that separately managed accounts (SMAs) will be one of the major growth engines for...
Master Harold's New Portfolios
Being the nation's most quoted financial planner makes Harold Evensky an easy target for those who envy his visibility and influence. But there's a good...
As the separate account industry continues to grow, an array of companies has cropped up offering optimization tools and software to help advisors manage clients'...