SMA Manager of the Year Rick Schmidt on Collaboration Without Consensus
By Bernice NapachIn addition to winning for best international strategy, Harding Loevner won the award for best manager overall.
July 07, 2016
SMA Manager of the Year Geeta Aiyer on Creating Value in ESG InvestingSome 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.
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.