Pathfinders: The 2015 SMA Managers of the Year
It's not easy to “beat the market” when it comes to investing on behalf of your clients, but it's even more difficult to do so consistently by following rigorous research-based quantitative processes and qualitative intellectual capital.
10 Win 2015 SMA Managers of the Year Awards
Annual awards recognizing excellence in SMA investing revealed at Envestnet Advisor Summit, led by Cushing’s energy MLP strategy.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.
New Hire Roundup: SEC Welcomes Norberg; Fleming Joins FINRA Board
This week in new hires, Jane A. Norberg joined the SEC as deputy chief of the Whistleblower Office; Gregory J. Fleming was elected to FINRA's board of directors; Mike Anderson went to Securities America; and Dan Dorfman joined Trim Tabs Money Blog as a columnist.
Beware the Credit Unions
Have you noticed what your local credit unions are up to lately? They're becoming more sophisticated by the minute, with many of them offering investment...