SMA Manager of the Year Mark Wynegar on Valuation
By Bernice NapachTributary Capital Management's Small-Cap Equity portfolio manager shares what he looks for when choosing positions.
July 07, 2016
SMA Manager of the Year Justin Greene on DOL Fiduciary RuleRussell Investments managing director explains how firms can be sustainable under new fiduciary rule.
July 07, 2016
SMA Manager of the Year Paul Viera on Industry ExpertiseEARNEST Partners founder and CEO explains why you dont need buy- and sell-side analysts on your research team.
July 07, 2016
SMA Manager of the Year Cory Robinson on Bond DurationTJIM's Cory Robinson talks about what duration means for bond strategies in low-interest rate environments.
July 07, 2016
SMA Manager of the Year Jennifer Chang on Dividend GrowthSchafer Cullen's High-Dividend Equity Strategy focuses on high-quality companies that are able to deliver and grow dividends over several years.
May 09, 2016
5 useful YouTube channels for agentsIn this digital age, videos are an underutilized tool for insurance agents to educate employees and connect with customers.
April 06, 2016
DOL Fiduciary Compliance: Colleen Bell on the Cambridge ApproachCambridge Investment Research is one independent BD taking a proactive stance in responding to the DOL fiduciary rule. Colleen Bell leads the way.
March 16, 2016
LifePlans finds high LTCI claimant satisfaction levels [video]Preliminary results show that a large majority say the claim process went smoothly.