New Hire Roundup: Goldman, Nelson Move Up at NFP; New Vice Chair at FASB
This week in new hires, Michael Goldman became COO and Carl Nelson head of mergers and acquisitions at NFP; John Taft of RBC Wealth Management became a LinkedIn Influencer; more
Top Portfolio Products: Winklevoss Twins File Bitcoin ETF
In recent portfolio developments, the brothers of Facebook fame filed a Bitcoin ETF with the SEC, and Thornburg’s Developing World Fund went global.
Thornburg, fi360 Team Up for Fiduciary Training Symposium
Thornburg's symposium featured the fi360 AIF capstone course and exam. What are your thoughts on fiduciary responsibility? Please take the AdvisorOne-fi360 Fiduciary Survey, which closes today.
5 Unusual International Investing Tips From Thornburg
Thornburg Investment Management is building a reputation for itself as an international stock picker thanks to its portfolio managers' thoughtful—and unusual—views.
7 Processes for Retirement Planning: CFDD 2011
Retirement planning has been pushed as a product over the past several years, Jack Gardner of Thornburg Investments said. Advisors who focus on planning as a process rather than pushing a series of products, though, will get more assets.
Thornburg Manager Josh Gonze Doesn’t Buy the Muni Hype: The Weekend Interview
Josh Gonze, the co-portfolio manager and managing director of Thornburg Investment Management, believes the time is right for muni bond investment: ‘Low prices, high yields, good time to buy.’
Stocks, Munis Have Best 'Real' Returns Over Long-Term, Thornburg Study Finds
Common stocks and municipal bonds have had the highest long-term "real" returns for taxable accounts over the last 30 years, according to an annual study by Thornburg Investment Management (Thornburg) released Monday, August 23.
Catching up with...
Brian McMahon, longtime president and chief investment officer at Thornburg Investment Management (TIM), added the CEO mantle to his responsibilities on January 1, succeeding Garrett...
SMA Award Winners Revealed
Investment Advisor and its awards partners, Prima Capital and Standard & Poor's, announced on March 30 the winners of the third annual Separately Managed Accounts Awards.
Off the Grid
At the Wealth Advisor Summit, Craig Callahan, founder and president of Icon Advisers, Inc. in Greenwood Village, Colorado, made a compelling case for releasing portfolio...