Steve Gresham

• 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...

• Gen Xers: The Optimal Client?

  By Melanie Waddell, AdvisorOne  |  July 1, 2007

  The best new clients for advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks. That's...

• Unconventional Wisdom

  By Ellen Uzelac  |  June 1, 2007

  Quick. What's the chief quality of top advisors to the affluent? Skill? Ability? Style? It's probably not what you think. Following a two-year research-based "random walk"...

• 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...

• 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...