Dana Investment Advisors: 2014 U.S. Equity Large-Cap SMA Manager of the Year
The first of two SMA Managers of the Year in this category is Dana Investment Advisors for its Large-Cap Equity portfolio.
Honoring Advisors Who Serve(d): July 4th, 2014
On Fourth of July, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
The 2014 SMA Managers of the Year: Video
Envelope, please! Presenting the 10th annual SMA Managers of the Year awards ceremony, plus an interview with PM Doug Haws of overall winner Tom Johnson.
Tom Johnson Investment Management: 2014 Fixed Income and Overall SMA Manager of the Year
Tom Johnson Investment Management’s intermediate fixed-income strategy follows "broad yet conservative guidelines," says firm president and CIO Richard Parry.
Are You the Star or the Coach?
Just as those who’ve experienced combat tend to be the ones who are most hesitant to declare war, it seems to me that the best money managers tend to be modest folks.
All Americans: The 2014 SMA Managers of the Year
The 10th annual SMA Managers of the Year differ in size, process and ZIP code, but they’re all at the top of their investment game.
Want to Add 130 Bps to Your Clients’ 401(k) Returns? Educate Them
A National Bureau of Economic Research working paper has found that investors who are the most “financially knowledgeable” earn 130 basis points more in risk-adjusted annual returns in their DC retirement plans than “their less sophisticated” peers.
At Triad, Being RIA Friendly Is Old Hat
Many broker-dealers have moved over the past few years to accommodate their fee-based reps by adding a custodial platform so those reps can run their own RIAs.
Schwab’s Bettinger: Results Strong, Momentum Stronger Thanks to Advisors
CEO says “Charles Schwab is so different than it was,” evidenced by nearly half of its assets getting personal advice from advisors.
RIAs, Get With It: Here Comes ‘Generation Now’
Controlling $3.5 trillion in investable assets, the next generation of investors is looking for something different from their advisors, says Schwab’s Bernie Clark.