David Armstrong

Managing Editor,
Penton Media
Investment Impact of Climate Change
The sovereign and corporate response to global warming will bring both risks and rewards to investors.
How Absolute are Absolute Return Funds?
Liquid absolute return funds differ in their methods and goals, and the short track record of most does little to instill confidence. But at Schwab IMPACT 2015, Insight Investment manager Sonja Uys detailed how her liquid alt fund has remained on track for 10 years, both preserving capital and returning 3 to 4 percent over cash.
Gundlach Warns Against Rate Hike
At Schwab IMPACT, DoubleLine Capital's Jeffrey Gundlach laid out the case for the Fed to refrain from raising rates, and why Puerto Rico muni bonds and closed-end funds are bright spots in a bleak market.
Schwab IMPACT Descends On Boston
Close to 2,000 RIAs who custody at Schwab will descend on Boston for instruction and inspiration.
Editor's Letter: November 2015:
There are big changes coming to the magazine you are currently reading. It’s a bit early to give you all the details, but it’s safe to say in January, REP. will look a lot different.
Editor's Letter: October 2015
Who else needs but doesn't get financial advice? The middle class.
Editor's Letter: September 2015
The point of the inaugural Wealth Management Industry Awards is to recognize the businesses that have grown up around advisors and launched specific initiatives in the past year to help them better serve their clients.
Ten to Watch 2016: Chris Flint
Over Chris Flint’s 20-year career in financial services, he’s gained a reputation as a hands-on recruiter for independent broker/dealers, building up the advisor ranks rep by rep, office by office.
Ten to Watch 2016: Hollie Fagan
BlackRock, by far the largest asset management firm in the world, has established distribution in the institutional world and among Wall Street’s retail brokerages. It’s now on a mission to deepen its presence in the independent advisory channel. Hollie Fagan is leading the charge.
Editor's Letter: August 2015
There is a masthead change in this issue that merits some reflection. After 18 years as publisher, Rich Santos is retiring from daily duty.
Editor's Letter: July 2015
When Stifel Financial Corp. agreed to buy U.K. bank Barclays’ wealth management unit in the U.S., it put a final cap on a long, strange story of how an international bank stumbled badly trying to find a footing in managing the assets of wealthy Americans, and provides a cautionary tale of how corporate culture, as vague and amorphous as it can be, is really the oxygen of any business.
Morningstar: Gender Diversity Key to Success, Says Krawcheck
The $14 trillion retirement gap in America “is so scary we’ve stopped talking about it,” Sallie Krawcheck said during a keynote presentation at the Morningstar Investment conference. “And the retirement crisis is a woman’s crisis.”
Morningstar: ETFs 2.0 - When Innovation Leads to Proliferation
The growth of exchange traded funds has outpaced traditional mutual funds for a few years now, and has crossed $3 trillion globally. Now the funds are evolving.
Morningstar: Economy is Doing Fine, Says JP Morgan’s David Kelly.
After Jeremy Grantham’s “creeping to bubble land” keynote that kicked off Morningstar’s annual investment conference, JP Morgan Asset Management’s David Kelly was, relatively speaking, optimistic.
Creeping Toward Bubble Land
GMO’s Jeremy Grantham kicked off Morningstar’s annual investor conference with a warning that we’re “creeping nicely and slowly to bubble land,” as easy money policies lead corporate managers to focus more on short-term profits (and stock options) than capital expansion.
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