David Armstrong

Managing Editor,
Penton Media
Editor's Letter: June 2015
Over 300 firms, from asset managers to custodians, from technology providers to broker/dealers, submitted their best advisor-focused initiatives from the past year.
Should Retail Investors Follow Endowment Model?
The rush of retail investors into alternative investment strategies is driven in part by the strategies’ success inside endowment and institutional funds. But dig deeper and all is not as it seems.
FROM IMCA: Adapting to a Robo Universe
It would not be a conference for wealth managers without a panel on robo advisors, where forward-thinking industry practitioners try to convince a skeptical audience that their conventional business model is being disrupted faster than they realize.
Advisors With Heart Awards 2015: David Young
Family is clearly important to David Young, so when his son-in-law died suddenly from a brain aneurysm, leaving his 25-year-old daughter Katie alone with a newborn, his sensitivity toward the matter led to what is now the Live Your Dream foundation.
Advisors With Heart Awards 2015: William Pickens
In 2007, William Pickens founded the Mid-South chapter of Gift of Life International foundation which brings children with heart defects from developing countries to leading U.S. hospitals for operations and recovery.
Editor's Letter: May 2015
It’s worth looking at the so-far relatively muted response of the industry to the Department of Labor’s second go around in proposing new fiduciary regulations for financial advisors to retirement accounts.
Editor's Letter: April 2015
No longer just salespeople at the tail end of Wall Street, advisors have come into their own as professionals.
Editor's Letter: March 2015
Whatever your feelings about Obama’s recent turn toward progressive economic populism, the speech did focus the public’s attention on the possibility of conflicted advice when it comes to individual retirement accounts (IRAs), even if many still have only a faint idea of the issues at play.
Editor's Letter: February 2015
A recently leaked memo written by White House economic advisors put some fire into the debate over proposals to impose a fiduciary mandate on brokers.
Editor's Letter: January 2015
When we thought about this month’s cover story, the idea was to show the beating heart inside some of the so-called robo-advisors, online asset allocation tools that use algorithms and funds to create tailored low-cost investment portfolios.
Editor's Letter: December 2014
Recently, the wealth management industry could feel that we are having Tony Robbins shoved down our throats.
Drowning in Liquid Alts
Liquid alternative mutual funds have exploded in popularity, yet most advisors aren’t using them properly, a Goldman Sachs analyst argued at Schwab’s annual IMPACT conference.
“No Cosmic Meaning in Republican Victory"
Potomac Research Group’s Greg Valliere kicked off Schwab’s Impact conference in Denver Tuesday by with some quick takes on the meaning of the mid-term elections.
Editor's Letter: November 2014
Since the financial crisis, the money has poured into liquid alts.
The Daily Brief: Liftoff?
Barry Ritholtz and Josh Brown announced they were working with Upside, which has developed an automated online financial planning and investment platform meant to be white-labeled for planners who want to compete with the likes of WealthFront, Betterment or FutureAdvisor.
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