High Sat Scores, High Hedge Fund Returns?Oct 1, 2007,Christina Mucciolo Those darn SAT scores will always come back to haunt you especially if you're a hedge fund manager. At least according to the findings of a recent study... Banking on BrokerageOct 1, 2007,By Susan Konig Over the years, bank-based brokerages haven't posed much of a threat to Wall Street firms' pursuit of high-net-worth individuals. Most bank brokerages... The Magic MetricSep 1, 2007,By Stan Luxenberg For decades, investors and academics alike have sought the magic bullet, the one data point that would predict the future performance of mutual funds.... The Hot SeatSep 1, 2007,By Kevin Burke When Bob McCann flew to Washington, D.C., on July 16 to meet with SEC Chairman Christopher Cox, it was a last-ditch effort to save fee-based brokerage accounts ... Robeco to Advisors: Go DutchJun 1, 2007,By Kevin Burke Robeco Investment Management, a unit of the largest independently owned money manager in Europe, snatched up four American asset managers and is now targeting U.S. retail financial advisors for the first time. Will advisors bite? ... From Theory to PracticeJun 1, 2007,By David A. Geracioti Best-selling author Peter L. Bernstein explains how heretical, academic research has become investing orthodoxy. And yet, Modern Portfolio Theory is under attack from behavioral finance theorists. Who is right?... Yield WizardsJun 1, 2007,By Stan Luxenberg A number of equity funds use dividend capture and call writing to produce fancy yields—but it takes a skilled manager to pull it off... Cold Call: Bob TilsonFeb 1, 2007,Kristen French How did you celebrate the New Year? I stayed home and watched TV with my 13-year-old son, which we both enjoyed very much. ... 60 Seconds with Ron KruszewskiFeb 1, 2007,John Churchill Stifel Nicolaus, the quiet St. Louis-based regional, doubled its size in two years with its purchases of Legg Mason's capital markets group in 2005 and now Ryan Beck, Bank Atlantic's brokerage arm, in January.... Cold Call: Ralph ParksNov 1, 2006,Kristen French Interview with Ralph Parks, founder of Ralph Parks Investment Group in Pittsford NY... 60 Seconds with...Curtis TebergNov 1, 2006,Kevin Burke Market historian and portfolio manager of the Teberg Fund, a fund of funds... Future WealthNov 1, 2006,By David A. Geracioti Alvin Toffler and his wife, Heidi, authors of the classic, Future Shock, argue that economists stink at forecasting, that wealth is moving from the West to the East... The Trouble with Performance-Based FeesNov 1, 2006,By Kevin Burke A handful of money managers have placed incentive fees on some of their funds, but inherent flaws and an unproven track record are enough to give advisors pause... The HereticNov 1, 2006,By Cheryl Winokur Munk These days, it's all about open architecture. Money manager Kenneth Fisher is having none of that. Fisher hires reps to gather assets for him to run on a discretionary basis... Pre-Presidential Rally Starts NowNov 1, 2006,Kevin Burke Curtis Teberg, market historian, former broker and portfolio manager of the tiny $35 million Teberg Fund in Duluth, Minn., is betting on a monster rally in the stock market during mid-term elections... 60 Seconds with...David TyrieOct 1, 2006,Kevin Burke David Tyrie, head of Putnam's retirement services unit, works directly with 401(k) sponsors and financial advisors. We sat down with Tyrie to get the... Save for Retirement, or ElseOct 1, 2006,By David A. Geracioti Now that the defined benefit plan is in decline, Americans will ahve to take charge of their retirement. How to get employees to participate? How to save Social Security? Robert Pozen, a retirement expert and chairman of MFS, on what needs to be done.... Mission USAOct 1, 2006,By John Churchill UBS rocks in Europe and Asia - but not in the USA. How new US retail brokerage chief Marten Hoekstra intends to improve the performance of the US unit... Not the Man, But the MachineSep 1, 2006,BY KEVIN BURKE Quantitative mutual funds, dubbed “black box” investments for their strict adherence to quantitative metrics and technical analysis, have come into vogue this year... A Colossus Is BornSep 1, 2006,By Kevin Burke Larry Fink is something of a rock star. For starters, Fink has built his asset-management company, the New York-based BlackRock, into the third-largest bond manager in the U.S., with some $450 billion in assets.... RIA Asset BoomSep 1, 2006,Kristen French For the third year in a row, the registered investment advisor (RIA) industry enjoyed strong asset growth. ... 60 Seconds with...Kevin RowellSep 1, 2006,Kevin Burke Kevin Rowell is no stranger to advisors. A longtime executive at some of the nation's largest broker-sold fund shops, he was recruited away from Charles Schwab in January to boost slumping sales at Pioneer Investments... The 20-Year ItchJul 1, 2006,By David A. Geracioti In the 1990s, fund manager James O'Shaughnessy caused a stir with his bestseller, "What Works On Wall Street" . The book's conclusion: The best strategy for superior returns was to invest in small-cap value stocks.... E*Trade on RIA Shopping SpreeJul 1, 2006,By Kristen French Having acquired four wealth-management firms in the past 18 months, E*Trade is still just getting started on its acquisition strategy, says Jon Foster, head of wealth management for the firm.... Schwab's Secret SuccessJun 1, 2006,By Kevin Burke Schwab may be a lot of things to a lot of different clients, from custodian to fund supermarket. But fund manager?... 60 Seconds with Tom BradleyJun 1, 2006
Interview with Tom Bradley, president of the Institutional division of TD Ameritrade... Rough Month for Mario GabelliMay 1, 2006,John Churchill Mario Gabelli, one of Wall Street's best-known money managers, has been in the spotlight lately, but not for his investment returns. The Justice Department... Running on Empty?Jan 1, 2006,By Bob Hirschfeld If you've been long the oil industry, you've had a nice run. But what next? Should you take your profits and run? After all, the oil industry is once... The New Face of JanusDec 1, 2005,By Kevin Burke Back in the day, Janus Capital Group could proudly boast that its funds sold themselves. Individual investors paged through papers and magazines and feasted... I Want To Be Like Julian (Robertson)Nov 1, 2005,By John Churchill Until this past September, Jeffrey Glusman was a financial advisor at Merrill Lynch, a rising star sharing a book worth more than $250 million with a... ResurrectedNov 1, 2005,By Bob Hirschfeld Victor Niederhoffer might be the world's most eccentric trader. The son of a Jewish cop, the Brooklyn-born Niederhoffer doesn't wear shoes in the office,... Seeing TomorrowNov 1, 2005,John Downes Your clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund... Actively Adding Value to Passive InvestmentsNov 1, 2005,By Kevin Burke On the face of it, the combination seems counterintuitive. On one hand, you have professional financial advisors looking for a way to add value and justify... Schwab Does It AgainOct 1, 2005,By John Kador Can you name the Street's largest asset gatherer last year? Was it Merrill? Smith Barney? No, the title went to Charles Schwab. The pioneering discount... The SMA MigraineOct 1, 2005,BY KEVIN BURKE Separate accounts have been the product for the financial advisory business for several years. They are so alluring promising to align the interests of... |
Current Issue Whole Lotta LoveBy Stephen Webster These days the wealth management divisions are the shining stars of wirehouse firms. advertisement
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