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. ... 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.... 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.... 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... 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... 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,... 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... Multimanager Product BoomJul 1, 2005
Assets in multimanager products grew 30 percent, to $960 billion, in 2004, according to a new report from Cerulli Associates, a Boston-based research... Fido Attacks!Jun 1, 2005,By Kristen French Patrick Horan, CEO of Horan Capital Management in Towson, Md., ran some numbers on the referrals he gets from custodian Charles Schwab today versus three... Sudden Wealth SyndromeApr 1, 2005,By Anne Field It might be true that a person can never be too rich, but, as David Carmichael can attest, a person can get too rich too quickly. Four years ago, Carmichael,... The Bear LivesJan 1, 2005,By Bob Hirschfeld Think U.S. markets are reasonably valued? Think again. Earnings are recovering, so the bear market must be on the run, right? Think again. Given the president's... What Lies BeneathJul 1, 2004,By Matt Barthel In 1992, with Europe buried in a deep recession, Charles de Vaulx was digging through the rubble, looking, as always, for value. One day, while poring... Finding the Best FitApr 1, 2004,By Steve Gresham The growing demand for managed accounts has created a supermarket of confusing product choices. The aisles are crowded with investors trying to figure... In the Green, In the GreenApr 1, 2004,By A. T. Palmer When Scott Malpass headed to the University of Notre Dame from Erie, Pa., 24 years ago as a biology/pre-med major, he never suspected that he'd be doing... The Winds of Change and Their Effect on Portfolio ManagementNov 1, 2003,By Steve Gresham If predicting the future is hard, choosing a money manager who will outperform the market and his peers is doubly so. For proof of this fact, look no... How to Treat Other People's MoneyAug 1, 2003,By Lynn O'Shaughnessy Are you a rep or an investment advisor? It's not just semantics.... A Separate RealityJan 1, 2003,By Pam Black The separately managed account revolution might well be sweeping the financial services industry transforming sales-junkie brokers into fee-based financial... The Lords of ValueDec 1, 2002,By Jeff Schlegel When Lord Abbett moved from New York to Jersey City, N.J., two years ago, it had more to do with getting a great deal than getting a better view of the... The Aging REIT CrazeNov 1, 2002,By Sam Jaffe These days, Anthony Soslow often finds himself facing a problem most reps haven't faced since clients were clamoring for hot IPOs back in the heady years... Managed Accounts Without the HeadachesSep 1, 2002,By David A. Gaffen For all the proselytizing by wirehouse management and leading consultants about the virtues of selling separately managed accounts, the fact is that for... The Mutual Fund Killer?Sep 1, 2002,By Stan Luxenberg Multiple discipline products are the next best thing to mutual funds—maybe even better. The lure: a way to coordinate multiple managers and gain tax efficiency, too.... Managed Accounts Continue to Grow, But SlowlyAug 7, 2002,By David A. Gaffen The total volume of assets in managed accounts grew only slightly in the second quarter, limited by poor returns in the stock market. Yet, brokers say that managed accounts are a tough sale, despite the obvious benefits that a consultative-based approach can offer clients.... Convert and Sleep BetterJun 1, 2002,By Jeff Schlegel John P. Calamos was a retail broker in the 1970s when he first began using convertible bonds in clients' portfolios. Convertibles were somewhat exotic... MDAs: The Next Big ThingMay 1, 2002,David A. Geracioti Asset and investment style diversification in just one account.... Rittenhouse's Growth Formula Makes it No. 2 in IMAsMay 1, 2002,By Maria Atanasov Rittenhouse Financial became No. 2 in managed accounts by focusing on quality, large-cap growth issues. That didn't help much in 2001. But for a reputation for service makes Rittenhouse popular with advisors.... Manager Profile: A Simple Innovation That Paid OffApr 1, 2002,By Jeff Schlegel 1838 credits its tax-efficient approach for making it a top manager.... Manager Profile: True ValueFeb 1, 2002,By Betsy Riley Charles Brandes proves that old-school thinking beats new-economy hype.... |
Current Issue Promises Will Be BrokenBy Addison Wiggin Are you factoring future Social Security payments into your clients’ financial plans? Bad idea. advertisement
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