Heritage Planning Pt. 8, Bringing Families Together Financially
The Family Bank: how to build it; what it accomplishes for each family.
2012 SMA International Equity Manager of the Year, No. 1: Invesco Ltd.
Three key ingredients—philosophy, team and process—helped Invesco’s International ADR Growth SMA/Wrap make this year’s cut.
2012 Small-Cap Equity SMA Manager of the Year: Kayne Anderson Rudnick
‘Research is our lifeblood,’ says Jon Christensen, who manages the small- and mid-cap portfolios, and that has helped the firm weather the rocky ride in the small-cap space.
Envestnet Closes on Prima Capital Acquisition
Prima’s Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.
2012 Mid-Cap SMA Manager of the Year: Geneva Capital Management
Geneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because they’re past the volatile, entrepreneurial small-cap stage and management is focused, yet they haven’t reached the large-cap space where growth is harder to achieve.
2012 Large-Cap SMA Manager of the Year Co-Winner: Santa Barbara Asset Management
Santa Barbara's Jim Boothe says he looks for “clean balance sheets, very strong cash flow and a commitment to dividends.”
How the Best Money Managers Exploit Market Inefficiencies
Several winners of this year’s SMA Managers of the Year highlight the different ways that managers with a strong alpha thesis add value to a portfolio.
2012 SMA Managers of the Year: How We Picked Them
An obvious and oft-asked question after announcing the SMA Managers of the Year is how, exactly, they were chosen? Here's how it works.
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.
SMA Managers of the Year; Building a Business With Talent: April Investment Advisor—Slideshow
The dividend story has been retold many times, but just because we’ve heard it before doesn’t make it a bad tale.