| 2010 |
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| July 2010 |
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FundQuest Releases Latest Research Paper "When Active Management Shines vs. Passive" July 7, 2010 |
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| February 2010 |
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Wisconsin Investment Services, LLC Launches Comprehensive Trust & Wealth Management Solutions Through FundQuest’s Support Services February 17, 2010 |
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Envestnet and FundQuest Form Strategic Partnership to
Provide Enhanced Technology Support to Advisors February 9, 2010 |
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| January 2010 |
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FundQuest Selects Managed Portfolio Advisors as Overlay Manager for Advisor Directed Unified Managed Account Program January 11, 2010
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CUSO Launches ActivePassive Portfolios® from FundQuest to Gain Potential Benefits of Both Index and Actively Managed Funds January 7, 2010 |
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| 2009 |
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Evaluating ETFs
Fri. Nov. 6, 2009
Click Here to View CNBC’s Interview with Tim Clift, FundQuest’s Chief Investment Officer
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| November 2009 |
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Fidelity Investments Life Insurance Company Provides Variable Annuity Through FundQuest - November 30, 2009 |
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Delta Global Asset Management Selects FundQuest to Provide Technology, Back-Office and Investment Research- November 19, 2009 |
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Worry of the Dollar's Collapse is Overblown- article featured in Advisor Perspectives November 3, 2009 |
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| October 2009 |
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FundQuest Announces the Launch of the Advisor Gateway™ Platform for Clients of JP Morgan's Broker Dealer Services Business October 8,2009 |
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| August 2009 |
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Active vs. Passive: The Debate Keeps Going published in the New York Times, August 28,2009 |
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Active vs. Passive: The Debate Heats Up published in the Wall Street Journal, August 19,2009 |
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American Reliance Group Selects FundQuest for Technology, Back-Office, and Investment Research Support August 12 ,2009 |
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122 Advisory Firms Offer FundQuest's Unified Managed Account August 19,2009 |
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| July 2009 |
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FundQuest Expands Alternative Investments Offering with Hedge-Style Mutual Funds, Commodities, and Global Bonds July 22,2009 |
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Eastern Investment Advisors Launches Enhanced Managed Account Platform in Partnership with FundQuest July 21,2009 |
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FundQuest's Jane Li Authors Chapter in New Book on ETFs July 10,2009 |
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| June 2009 |
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FundQuest Signs Fifty New RIAs and Broker-Dealer Firms for Outsourced Technology, Back-Office, and Investment Research June 10,2009 |
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| May 2009 |
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FundQuest Releases "What Now?" Research Paper Comparing Active and Passive Investment Management May 13, 2009 |
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United Capital Financial Advisers Launches Next Generation Wealth Management Services for RIAs and Independent Advisers via FundQuest Partnership May 6, 2009 |
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March 2009 |
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FundQuest Launches Fact-Sheets On-Demand for Funds, ETFs, and Model Portfolios March 24, 2009
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McLean Wealth Advisors Launches New Advisor Support Platform Using FundQuest's Technology Services March 18, 2009 |
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Seventy-Eight Financial Firms Adopt FundQuest's ActivePassive Portfolios® March 5, 2009 |
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| February 2009 |
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Navy Federal Asset Management Partners with FundQuest to Provide Managed Account Solutions February 25, 2009 |
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| 2008 |
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December 2008 |
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GMS Group Expands Managed Account Services via FundQuest
December 9, 2008 |
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November 2008
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FundQuest Welcomes New Senior Analyst, Matthew Whitbread November 6, 2008 |
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| October 2008 |
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New Frontier Launches Advanced ETF Model Portfolios via FundQuest Platform October 8, 2008 |
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| August 2008 |
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RIA Firm Fintegra Launches on FundQuest's Institutional Spectrum Platform August 18, 2008 |
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Madison Avenue Securities Partners with FundQuest to Offer a Comprehensive Financial Advisory Platform August 5, 2008 |
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| July 2008 |
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Sixty-Eight Advisory Firms Offer FundQuest's Unified Managed Account July 29, 2008
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Adam St. Germain Joins FundQuest's Investment Management Team July 1, 2008 |
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| June 2008 |
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First Tennessee Bank Enhances Managed Account Offering to Include UMA Through FundQuest June 19, 2008 |
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United Planners Financial Services of America Launches Comprehensive Platform via Partnership with FundQuest June 3, 2008 |
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| May 2008 |
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Great American Advisors Partners with FundQuest to Launch a New Managed Account Platform May 28, 2008 |
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| April 2008 |
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FundQuest Announces Launch of ActivePassive Funds(TM) on Fidelity, Pershing and TD Ameritrade Clearing Platforms April 21, 2008 |
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FundQuest Moves HeadQuarters to Historic One Winthrop Square April 7, 2008 |
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| March 2008 |
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T.D. Ameritrade Institutional and FundQuest Bring Refined Managed Account Solutions to RIAs March 7, 2008 |
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| February 2008 |
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H. Beck Partners with FundQuest to Launch Advisor Platform, Giving Clients Access to UMAs, SMAs and Mutual Fund Models February 11, 2008 |
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| January 2008 |
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FundQuest Hires New Director of Retirement Management Solutions January 14, 2008 |
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| 2007 |
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| December 2007 |
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FundQuest and Ohio National InvestmentManagement Company Announce Launch of Advsior Blueprint Platform December 17, 2007
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| November 2007 |
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FundQuest and Avisen Securities Partner to Launch Eight Products on New Platform November 6, 2007 |
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| October 2007 |
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FundQuest and Beneficial Investment Services Offer New Open Architecture Platform October 25, 2007 |
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FundQuest Publishes Updated Study On Active Versus Passive Management That Provides New Insights for Portfolio Construction October 10, 2007 |
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| June 2007 |
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FundQuest's Retirement Income Distribution Platform
Rolls Out to 2,000 Financial Advisors July 11, 2007 |
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| May 2007 |
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FundQuest Announces Consulting and Conversion Services For Fee-Based Brokerage Accounts May 31, 2007 |
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FundQuest is First-to-Market on Pershing's Managed Account Network May 17, 2007 |
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| April 2007 |
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FundQuest Delivers UMA & Open Architecture Platform to Questar Capital Corporation April 18, 2007 |
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FundQuest Whitepaper Defines Process-Centered, Best Practices Approach to Retirement Income April 18, 2007
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XTF Advisors Announces that FundQuest Now Offers Separately Managed Accounts, Including XTF Country Rotation ETF Portfolios April 17, 2007 |
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| March 2007 |
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FundQuest's Chief Investment Officer, Tim Clift speaks at ABA Managed Account Forum March 28, 2007 |
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| January 2007 |
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FundQuest Announces Unified Managed Account Launch for Equity Services Incorporated January 24, 2007
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