The Magic MetricSep 1, 2007By 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, 2007By 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, 2007By 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, 2007By 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, 2007By 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, 2007Kristen 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, 2007John 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, 2006Kristen French Interview with Ralph Parks, founder of Ralph Parks Investment Group in Pittsford NY... 60 Seconds with...Curtis TebergNov 1, 2006Kevin Burke Market historian and portfolio manager of the Teberg Fund, a fund of funds... Future WealthNov 1, 2006By 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, 2006By 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, 2006By 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, 2006Kevin 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, 2006Kevin 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, 2006By 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.... |
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In This Issue: February 2012
Cover Story
Got the Social Media Spins? Help Is On The Way
A bunch of social media services have emerged to help financial services firms comply with regulations and make the most of social networks to build business. They've got big plans for 2012.
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