Phoenix Investment Partners

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  New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee

  By Marlene Y. Satter, AdvisorOne  |  September 8, 2011

  This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.

• Managed accounts in the boomer portfolio

  By Staff Writer  |  May 28, 2008

  First came the SMA, then the MMA and now the UMA. Managed accounts are a fast-growing and fast-evolving product. And according to experts, the evolution...

• Rethink what managed accounts offer

  By David Port  |  May 1, 2008

  Rewind to 2004: Separately managed accounts were hot. Forecasters were boldly predicting that total SMA assets would exceed the $1 trillion threshold by 2007, buoyed...

• Going the Distance

  By Mary Scott  |  October 1, 2007

  How many of your clients refer to you as their "advisor for life?" Probably not as many as you would like. Acting as a financial...

• The managed account advantage

  By David Port  |  March 1, 2007

  For evidence of how quickly things can change in the financial marketplace, look no further than managed accounts. In January 2004, TowerGroup, a Needham, Mass.-based...

• Separate No More

  By Janet Aschkenasy  |  January 1, 2007

  Separately managed accounts aren't as separate as they used to be. Increasingly, these products are being paired with other investments as customers seek better performance...

• Breaking Away

  By Melanie Waddell, AdvisorOne  |  December 1, 2005

  Plenty of advisors today are looking to make a career move like Colin Higgins. In 2003, he left his job as a rep for a...

• Tough Talk Marks MMI Conference

  By Staff Writer  |  March 30, 2005

  Will the asset management industry--and consumers--get blindsided?

• A New Twist on an Old Strategy

  By Melanie Waddell, AdvisorOne  |  October 1, 2003

  Although we've experienced a recovery in the equity markets this year, investors remain gun-shy about jumping back into the markets full throttle. This is quite...

• Phoenix Funds Let Advisers Tiptoe into Market Neut

  By Staff Writer  |  August 19, 2003

  HARTFORD, Conn. (HedgeWorld.com)--Phoenix Investment Partners unveiled two multi-strategy funds that offer retail investors and their investment advisers an introduction to the equity market neutral strategy. The...