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Living benefits may get most of the attention among VA features, but Scott DeMonte, director of variable annuity markets at Massachusetts-based Financial Research Corp.
He also held roles as Senior Vice President, BISYS, and Vice President and Senior Consultant at Financial Research Corp.
According to a 2005 report from Financial Research Corp.
Hypothetical estimate based on information from Financial Research Corp.
In addition, Nations Funds was the 12th best-selling mutual fund family in 2002, based on sales of equity and fixed income funds, according to Financial Research Corp.
The SMA industry added 330,000 new investors during the first nine months of 2002, according to Financial Research Corp.
The continuing strong growth of the managed account industry poses a significant competitive challenge but ultimately a growth opportunity for mutual fund providers, according to industry data recently developed by Financial Research Corp.
NEW YORK -- Assets held in separately managed accounts, which totaled about $415 billion at year-end 2001, will approach $1 trillion by the year 2005 and total nearly $3 trillion by the year 2011, according to a new forecast for managed account industry growth developed by Financial Research Corp.