Small/Mid Cap Manager of the Year: Riverbridge Partners
By Jeff BermanLast year's "incredible" business disruption helped the strategy perform well, says portfolio manager Ross Johnson.
June 22, 2021
Large Cap Equity Manager of the Year: Harbor Capital/Jennison AssociatesThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."
June 22, 2021
Large Cap Equity Manager of the Year: Columbia Threadneedle Investments"Pessimism" is key to this strategy, which had a 23.1% return in 2020, says its portfolio manager Guy Pope.
June 21, 2021
LPL Nabs $1.3B Team From Wells FargoThe new independent practice Boggs & Co. launches in Cumberland, Maryland.
June 18, 2021
Goldman Sachs' RIA Custody Unit Signs Up Steward PartnersSteward, which has 180 advisors and $23 billion in assets, also will continue to work and custody assets with Raymond James.
June 17, 2021
Hightower Nears Launch of National Trust CompanyThe RIA tapped Tanya D. Simpson, former managing director of Charles Schwab Trust Co., to lead the business.
June 17, 2021
Advisor Group Added $1B in Wealth Assets in May, a RecordThe wealth management platform The platform added at least $4.8 billion in net new assets through the first five months of this year.
June 17, 2021
3 Mistakes Leaders Make That Destroy Company CulturePlanning for the future is natural for advisors, but leaders must embrace the "now."