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  • May 8, 2013
    blog

    A Dose of Reality for Active Managers

    Schroder's top investment advisor says it's not enough for active fund mangers to simply beat the benchmark, they need to deliver results based on what ends up in the client's pocket at the end of the day....More
  • Apr. 30, 2013
    blog

    Everything You Know About Portfolio Construction Is Wrong

    One speaker at IMCA takes a lot of common investing perceptions, and throws them out the window....More
  • Mar. 20, 2013
    blog

    What Does Ron Paul Know About Buy-and-Hold?

    Wealth advisor Dan Solin says Ron Paul's math “disparaging” buy-and-hold investing was wrong. But the libertarian may have a point....More
  • Mar. 18, 2013
    blog

    IBDs Dress Up Offerings to Retain Fee-Based, Tactical Advisors

    Some large independent broker/dealers are dressing up their offerings to retain and attract fee-based advisors who manage their clients’ assets on a discretionary basis....More
  • Dec. 20, 2012
    Article

    Are Your Clients Cheating on You? Probably 1

    You may be in denial, but chances are, your clients are cheating on you. A recent report by Cerulli Associates found that 74 percent of investors own a direct investing account, but advisors believe it’s much less....More
  • Oct. 23, 2012
    blog

    Actively Managed Mutual Funds Are Investing in ETFs --- in a Big Way

    Will ETFs become more popular than mutual funds? It's a fair question since the net outflow of domestic-focused mutual funds this year has likely set a record, with YTD (actually, through September) reaching $86 billion, the worst year yet for the class of funds. In fact except for a small net gain in 2009 ($3bn), investors have been abandoning domestic funds since 2007....More
  • Oct. 16, 2012
    blog

    Equity Mutual Fund Out Flows Not Quite as Dire as They Appear 2

    I have been writing for months about how retail investors have been pulling cash out of domestic equity funds in favor of bond funds. That is true, according to the Investment Company Institute’s figures of cash flows. But there is just one thing. The ICI estimates that total net assets within the U.S. investment industry reached “a massive” $13.76 trillion. (The Leuthold Group describes that sum as “massive.”)...More
  • Oct. 3, 2012
    blog

    Will Banks Sell Their Asset Management Units? Will BofA Sell Merrill? The Rumors Persist

    In a recent report, Cerulli Associates predicts that banks that own asset management units will want to sell them off, well, once the economic outlook looks rosier, that is....More
  • Sep. 13, 2012
    Article
    REP.

    The Newest Threat to Asset Managers: The Wirehouses

    Global asset management revenue remains on the same downward trend since 2007, but there’s a new threat to their profitability—the wirehouses, according to a new report by Boston Consulting Group....More
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May 17, 2013
blog

Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
May 16, 2013
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The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More

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