2016 Broker-Dealers of the Year: Brian Murphy on the Value of a Broad Strategy
A vertical business isn't the best way to serve advisors and their clients, according to Brian Murphy of Lion Street Financial.
SMA Manager of the Year Rick Schmidt on Collaboration Without Consensus
In addition to winning for best international strategy, Harding Loevner won the award for best manager overall.
SMA Manager of the Year Mark Wynegar on Valuation
Tributary Capital Management's Small-Cap Equity portfolio manager shares what he looks for when choosing positions.
SMA Manager of the Year Geeta Aiyer on Creating Value in ESG Investing
Some advisors have hesitated to put their clients in ESG investments because they believe they don't provide the same rates of return as traditional products.
SMA Manager of the Year John Forlines on Tactical Allocation
Boutique investment manager JAForlines Global stands out among the many firms who have benefited from the growth of ETFs, a market that currently tops $2 trillion.
SMA Manager of the Year Paul Viera on Industry Expertise
EARNEST Partners’ founder and CEO explains why you don’t need buy- and sell-side analysts on your research team.
SMA Manager of the Year Justin Greene on DOL Fiduciary Rule
Russell Investment’s managing director explains how firms can be sustainable under new fiduciary rule.
SMA Manager of the Year Cory Robinson on Bond Duration
TJIM's Cory Robinson talks about what duration means for bond strategies in low-interest rate environments.
SMA Manager of the Year Jennifer Chang on Dividend Growth
Schafer Cullen's High-Dividend Equity Strategy focuses on high-quality companies that are able to deliver — and grow — dividends over several years.
The AppAssist tele-app program is a win-win for advisors and customers
Drop a simple ticket, and AppAssist takes over the administrative burden of application fulfillment and case management.