New Hire Roundup: FSI Elects Commonwealth’s Rooney to Board
Meanwhile, Thomas Franco joined Virtus Investment Partners, and Kenneth Shimberg went to Mercer.
New Hire Roundup: Global X Names Berruga COO, Lynch Senior Compliance Officer
Also, Joseph Cusick, formerly of optionsXpress, joined MoneyBlock, and Robert Litterman was named Commonfund's new board chairman.
New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee
This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.
Managed accounts in the boomer portfolio
First came the SMA, then the MMA and now the UMA. Managed accounts are a fast-growing and fast-evolving product. And according to experts, the evolution...
Rethink what managed accounts offer
Rewind to 2004: Separately managed accounts were hot. Forecasters were boldly predicting that total SMA assets would exceed the $1 trillion threshold by 2007, buoyed...
Going the Distance
How many of your clients refer to you as their "advisor for life?" Probably not as many as you would like. Acting as a financial...
The managed account advantage
For evidence of how quickly things can change in the financial marketplace, look no further than managed accounts. In January 2004, TowerGroup, a Needham, Mass.-based...
Separate No More
Separately managed accounts aren't as separate as they used to be. Increasingly, these products are being paired with other investments as customers seek better performance...
Plenty of advisors today are looking to make a career move like Colin Higgins. In 2003, he left his job as a rep for a...
Tough Talk Marks MMI Conference
Will the asset management industry--and consumers--get blindsided?