Importance of Advisor’s ‘Bedside Manner’: Meir Statman—Video
By John SullivanAt the IMCA conference in Seattle in early May, Meir Statman, the Santa Clara University professor of finance and behavioral economics, talks with Investment Advisor editor John Sullivan about advisors and client psychology.
May 03, 2013
2013 SMA Managers of the Year: Envestnet PMC’s Chris Devenney on Mid-Cap Awards—VideoInvestment Advisor magazines Editor-in Chief John Sullivan talks with Envestnet Investment Analyst Chris Devaney about the research behind the selection of the nominees and winners in the Mid-Cap Equity category.
May 03, 2013
2013 SMA Managers of the Year: Envestnet’s Ken Shaw on How Nominees Are Selected—VideoIn this video, Investment Advisor magazines Editor-in-Chief John Sullivan talks with Envestnet Senior Vice President Ken Shaw about the research that goes into selecting the nominees and winners of the SMA Managers of Year.
May 03, 2013
2013 SMA Managers of the Year: Envestnet Tamarac’s Stuart DePina on CRM Updates—VideoIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with Envestnet | Tamarac Group President Stuart DePina about changes to their CRM platform.
May 02, 2013
2013 SMA Managers of the Year: Wedgewood Partners’ David Rolfe, U.S. Equity Large-Cap—VideoIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with David Rolfe of St. Louis-based Wedgewood Partners about their award in the U.S. Equity Large-Cap Growth category.
May 02, 2013
2013 SMA Managers of the Year: Thomas White International ADR’s Tom White, International Equity—VideoIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with Thomas White of Thomas White International ADR about their award in the International or Global Equity category.
May 02, 2013
2013 SMA Managers of the Year: Earnest Partners’ Paul Viera, U.S. Equity Mid-Cap—VideoIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with Paul Viera of Earnest Partners about their award in the U.S. Equity Mid-Cap Core category.
May 02, 2013
2013 SMA Managers of the Year: Robeco Boston Partners’ David Pyle, U.S. Equity Large-Cap—VideoIn this video, Investment Advisor magazines Editor-in Chief John Sullivan talks with David Pyle of Robeco Boston Partners about their award in the U.S. Equity Large-Cap Value category.