The Mutual Fund Killer?Sep 1, 2002By 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 Without the HeadachesSep 1, 2002By 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... Managed Accounts Continue to Grow, But SlowlyAug 7, 2002By 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, 2002By 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... Rittenhouse's Growth Formula Makes it No. 2 in IMAsMay 1, 2002By 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.... MDAs: The Next Big ThingMay 1, 2002David A. Geracioti Asset and investment style diversification in just one account.... Manager Profile: A Simple Innovation That Paid OffApr 1, 2002By Jeff Schlegel 1838 credits its tax-efficient approach for making it a top manager.... Manager Profile: True ValueFeb 1, 2002By Betsy Riley Charles Brandes proves that old-school thinking beats new-economy hype.... |
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