Top Portfolio Products: Incapital Launches Farmer Mac Notes Program
Meanwhile, a new partnership between PwC and Salesforce.com allows wealth managers to use the cloud for numerous functions.
Which Funds Will Outperform? Active Share Benchmarking May Offer Clue
Research shows that portfolios that vary significantly from their indexes tend to outperform them over time.
Top Portfolio Products: New Arbitrage Fund From Touchstone
Commonfund launches a new program, staffs up; AllianceBernstein adds a share class.
New Hire Roundup: American Century Names Bannigan COO
Also this week in new hires, Monte Garpestad went to Securities America, and the RIIA named Peng Chen academic curriculum director of its retirement management analyst curriculum.
Touchstone’s Steve Graziano on Martinis, Growth and the Case for Subadvising
After an 18-year stint at Pioneer Investments, Steve Graziano was ready for retirement and an easy transition into teaching.
In the nearly 30 years that I have been covering financial advisors, the fundamental problem hasn’t changed: Delivering client-centered advice isn’t as profitable as selling products.
Top Portfolio Products: New Corporate Bond ETF From iShares
Global X launches MLP ETF, and AdvisorShares plans Global Echo sustainable ETF launch in May.
Top Portfolio Products: Global X Adds Greece ETF; Vanguard Cuts Purchase Fee
New products introduced over the last week include a new Greece-centric ETF from Global X, a purchase fee cut on a Vanguard fund, and two new ETNs from Deutsche Bank and Invesco.
Top Portfolio Products: BlackRock Launches 3 Funds; New Putnam Fund Seeks Total Return
New products introduced over the last week include three alternative investment funds from BlackRock, a new dynamic allocation fund from Putnam, and two Credit Suisse funds reorganized into Aberdeen funds.
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.