Joseph Giannone

Joseph
A.
Giannone
Articles
Ten to Watch: Deborah Fuhr
Investors can be forgiven if they feel overwhelmed by the proliferation of exchange traded funds. As of the end of June there were 1,478 exchange traded products in the United States with a combined $1.44 trillion in assets. Who can separate the winners from the landmines? Enter one of the world’s leading ETF analysts, Deborah Fuhr.
Ten to Watch: Zohar Swaine
Like most people, financial advisors love technology that is easy to adopt and makes them more productive. That’s why the wealth management industry is keeping a close eye on tech guru Zohar Swaine, who, up until very recently, was building up the technology start-up inStream Solutions.
Morgan Stanley Wealth Earnings Surge
With Smith Barney now completely under Morgan Stanley’s roof, the wealth management unit’s profit margin seems to be on the mend.
Merrill Earnings Surge Even as Broker Headcount Sinks 
Merrill Lynch brokers, and bullish markets for most of the past year, helped Bank of America in the second quarter reach all-time highs in wealth management revenue, profit and profit margins as well as in loans and asset management fees.
Wells Fargo Brokerage Buoyed By Rising Markets
Though financial markets stumbled last month, a year of mostly rising values for stocks and other investments helped fuel higher second-quarter earnings at Wells Fargo's wealth management businesses.
Fidelity Shakes Up Leadership of Clearing, Custody Services
Fidelity Institutional on Wednesday said it was reorganizing leadership of its clearing and custody business, to capture more assets from fast-growing sections of the wealth management business such as regional banks, third-party asset managers and consolidators.
Active Funds Continue to Lose Share  1
Report shows the continued ascendance of passive investment funds for core asset classes. “We won’t be going back,” says report’s author.
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