| 2008 |
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 |
| 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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