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Managed Money: On the Road to Effective Wealth Management Delivery

Published by: TowerGroup

Published: Dec. 18, 2006 - 13 Pages


Table of Contents



TowerGroup Take-Aways

Report Coverage

Growth and Evolution of Managed Money

Exhibit 1 Assets in US Managed Accounts (2001-11P)

Poor's Portfolio Advisor platform.

What Is Wealth Management?

Exhibit 2 Wealth Management Model: Financial Planning and Ongoing Management to the Plan

Exhibit 3 Managed Money Programs: "Investment Efficacy" Through an Institutionalized Investment Process

Overlay Management: Achieving Investment Efficacy

Exhibit 4 US Spending on Overlay Management Technology and Service Solutions (2004-11P)

Exhibit 5 US Mutual Fund Capital Gains Distributions (1996-2005)

Retirement Income: Opportunity and Challenge

AssetMark Investment Services, Inc.

FundQuest

Accelerating the Drive to the Unified Managed Household

Exhibit 6 Unified Managed Household: A Model to Support for Retirement Income and Wealth Management

Wings: An Analysis of the Online Account Aggregation Vendor Market

iRebal

MyVest

Summary

Abstract

Managed money products and process continue to evolve as extensive progress is made in institutionalizing investment management for individuals and households. Evolution toward a unified managed household will be the keystone of institutions' efforts to deliver wealth management to more households. This TowerGroup Research Note highlights and analyzes technology trends and innovations regarding overlay management, retirement income planning, and the unified managed household that will continue to advance the value proposition of managed money solutions, both separately and as an essential ingredient of effective wealth management.

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