Moneyball for Advisors
To successfully compete with your bigger and better-funded competitors, play an independent advisor’s version of Billy Beane’s Moneyball.
Hire Slow, Fire Fast
“Most advisors don't have the guts to make the tough decisions,” the advisor said smugly as he described his latest business move.
What Pro Sports Drafts Teach About Investing
Sports are not merely recreational but educational, according to Research Affiliates analysts, who derive some insights from the experience of baseball and soccer franchise owners.
Jud Bergman’s 4 New Rules for Advisors That Supplant the Old
At revived Advisor Summit, Envestnet CEO speaks of how the rules have changed for advisors.
2012 Large-Cap SMA Manager of the Year Co-Winner: BRC Investment Management
BRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.
2012 SMA Managers of the Year: Calm, Cool and Confident
The one thing seen among all of these winners? “Dividend yield,” says Gib Watson, president and CEO of Prima Capital, IA's longtime partner in choosing the annual Separately Managed Account Managers of the Year.
Reading the December issue of Vanity Fair, I came across a curious find.