Managed Money


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Managed Money

Any investment vehicle where the investor directly controls the funds placed therein. For example, an investor may place funds in a mutual fund or other investment company. The investment manager of the investment company then handles the money and makes investment decisions related to it. Managed money may also apply to an individual brokerage account where the broker has the discretion to make investment decisions without the specific approval of the account holder. See also: Managed account.
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This article will explain SMAs in more detail and help you figure out which clients may be good candidates for managed money.
Hard on the heels of Merrill Lynch, the industry leader and a pioneer in the move toward managed accounts, Paine Webber is putting a high priority on enlarging its pool of managed money.
Chambers joins Phoenix from John Hancock Funds, where he was sales first vice president responsible for wholesaling and marketing the company's mutual funds, managed money services, closed end funds and college funding plans to wirehouses and regional broker-dealers in North Texas and Oklahoma.
In the securities area, Ruff focuses primarily on managed money.
The new Global Management Account, or GMA, will be the first fee-based UMA to combine third-party managed money programs (mutual fund wraps, managed ETF's and separate accounts) with Pershing fee-based and commission based brokerage accounts for daily performance reporting and consolidated, on-demand, client statements.
NEW YORK -- Smith Barney announced today that James Tracy has been appointed director of the firm's Consulting Group, a leader in investment management consulting and the managed money arena.
Wholesalers of investment products and services -- Annuities, Managed Money, Mutual Funds and Retirement Services -- saw their total cash compensation increase an average of 3.
Ed Hoofnagle, CEO of ebusinessware added, "These key additions to our managed money expertise reinforce our growth strategy in the financial services sector.
Wholesalers of investment products and services - Annuities, Managed Money, Mutual Funds and Retirement Services - saw their total cash compensation increase an average of 5.
5 billion in total assets (as of December 31, 2003) and have managed money since 1939.
3 billion in total assets (as of March 31, 2003) and have managed money since 1939.
Horsesmouth is a leading online business development resource for financial advisors, providing content and tools to help advisors succeed at practice management, financial planning, client management, managed money, and branch management.

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