This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Fiserv And The Money Management Institute Partner On UMA Industry Research

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, today announced that it will be providing exclusive data on the managed investment solutions industry to the Money Management Institute (MMI) and Dover Financial Research. The release of this data represents an industry first and enables industry participants to track key trends within the Separately Managed Account (SMA) and Unified Managed Account (UMA) market segments. The data will help provide insight on product trends that will help wealth management firms better service their clients and grow their wealth advisory businesses. MMI will include the Fiserv data in the 4Q issue of Central, an MMI quarterly publication, and subsequent issues of Central.

“Fiserv is committed to continuing our leadership in the managed solutions industry and providing meaningful thought leadership to our clients. Given our market presence, and the more than $1 trillion in assets on our platforms, Fiserv can provide great insight into the trends and flows among the various managed solutions programs in the industry which will aid firms in business planning, product development, and client service,” said Cheryl Nash, president, Investment Services, Fiserv. “In partnering with leading, professional industry associations like the MMI and Dover Financial Research, we are able to leverage their longstanding, professional reputation of delivering quality research and insights into the trends impacting our industry.”

“MMI’s goal is to provide our members with access to the most comprehensive repository of data and analysis across all segments of the managed solutions marketplace,” said Christopher L. Davis, president of MMI. “Fiserv’s industry position and experience affords them access to a tremendous amount of data from broker-dealer sponsors, asset managers, and advisors. We are very pleased to partner with them to augment the research in our quarterly reports and deliver greater insights into the trends impacting UMA programs and the growth of model-based platforms to our member firms and the industry at large.”

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free


Chart of I:DJI
DOW 16,472.37 +200.36 1.23%
S&P 500 1,951.36 +27.54 1.43%
NASDAQ 4,707.7750 +80.6910 1.74%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs