Morningstar: Everplan's Schneiderman on a New Service for Advisors' Clients
Abby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
Morningstar: Matt Lynch on How Vendors Can Best Serve Advisors
Strategies and Resources' Matt Lynch worries there's "at least one too many intermediaries" in the vendor-advisor supply chain.
Morningstar: Vanguard's Yones on Dealing With 'Product Inundation'
Doug Yones speaks of how advisors can deal with "product inundation," how to conduct due diligence on those products, and how advisors can counteract "home market bias" to "truly diversify" client holdings internationally.
Morningstar: SSGA's Mazza on ETF Innovation
With so many available funds, is innovation in the ETF space over? Dave Mazza of State Street answers the question.
Morningstar: 361 Capital's Florence on the Role of Liquid Alts
Tom Florence discusses the risk management role of liquid alternative mutual funds in your clients' portfolios.
SMA Manager of the Year Todd Solomon on Building a 'SWAN' Portfolio
“We want to make sure we are a true mid-cap product so that we don't overlap with another manager in the [client's] portfolio that may be a large-cap manager,” says Solomon, portfolio manager for Congress Asset Management's Mid-Cap Growth SMA.
SMA Manager of the Year Richard Alpert on Finding the Best Dividend-Paying Stocks
In building its award-winning Dividend Growth portfolio, Alpert and the Raub Brock team look not just for dividend-paying large caps, but also increasing revenues and net income.
SMA Manager of the Year Kera Van Valen on Defining 'Shareholder Yield'
The portfolio manager for Epoch Investment Partners' award-winning Global Equity Shareholder Yield SMA explains how the firm calculates an ADR's 'Shareholder Yield.''
SMA Manager of the Year Duane Roberts on 'Impact' Investing
Can an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.
SMA Strategist Manager of the Year Gary Miller on Modern Portfolio Theory
Miller, winner of the premier Strategist award for Frontier Asset Management, says the firm's process starts with Markowitz, "but we work very hard at better inputs."