SMA Manager of the Year Libby Toudouze on Energy Investing
Overall 2015 SMA Manager of the Year Libby Toudouze of Cushing Asset Management discloses her firm's process and discusses the present and future of energy investing.
SMA Manager of the Year Jeff Moser on Large-Cap Opportunities
Following a "best valuation for the best earnings" strategy has served Golden Capital quite well in its Large-Cap Core strategy.
CFP Board Names Ameriprise’s Mike Greene as Chair-Elect
Greene will become Board chair in 2016; replaces Joe Votava, who resigned in March.
SEC: Ex-Broker Sold Clients Fake CDs With 12% Interest
Former advisor Malcolm Segal is accused of a $15.5 million Ponzi scheme involving bank CDs — some real and some nonexistent.
Bill Gross: 6 Scenarios That Would Threaten ‘Shadow Banking System’
That system includes asset management firms, says the Janus portfolio manager, who takes time in his monthly investment outlook to criticize former PIMCO colleagues.
Advisors ‘Can Become Outdated Instantly,’ Schwab’s Clark Warns
Schwab study finds most advisors believe they'll continue to grow faster than the market, but Bernie Clark cautions not to become the “new traditional” firm.
My Derek Jeter Takeaway
Advisor conference organizers face a conundrum when it comes to the final day of the show.
Pathfinders: The 2015 SMA Managers of the Year
It's not easy to “beat the market” when investing on behalf of your clients, but it's even more difficult to do so consistently.
Financial Illiteracy: The Local Solution
Pershing Advisor Solutions CEO Mark Tibergien, worried about the lack of financial literacy, did something quite personal about it.
PIMCO Leaders Address Bill Gross Departure, Big Outflows
Doug Hodge and Daniel Ivascyn admit “iconic” Bond King’s departure was “pivotal,” but PIMCO “narrative is now back to where we’ve always been.”