SMA Manager of the Year Duane Roberts on 'Impact' Investing
Can an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.
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.
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.
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.
Raymond James Nabs $2M Wells Team; Securities America Affiliate Adds 2 Advisors
The ex-Wells team moves in Richmond, Va., while the new Arbor Point team transitions in Omaha.
Simplifying Your Practice; Seeking Hidden Value: April Research—Slideshow
The cover story of Research magazine's April issue looks into a growing trend in advisor training programs toward "Pursuing Simplicity." A feature article on "The Measured Approach to Value" describes how value investors today are applying their philosophy to a turbulent market. Among the April issue's other offerings: Bill Good's...
The Measured Approach to Value
Tevye the milkman.
He’s not the first person who comes to mind for the average value investor, but according to value guru Vitaliy Katsenelson, we can learn a lot from Tevye.
What’s a Donor to Do When Nonprofits Do Wrong?
What recourse do donors have when they think a recipient organization has gone off the rails? Many ways exist for a donor to control a gift, according to David Leibell, a partner at the law firm Wiggin and Dana.
As a baby boomer, I grew up believing that most people would work until age 65, then retire to a life of rest, play, and...