The Assets: Portfolio management

• January 16, 2015

  BlackRock, American Funds Win FA Popularity Contest: InvestmentNews

  A new report reveals which asset managers are in good odor with advisors.

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• January 16, 2015

  Messing With MPT Equals Market Timing: Wealthfront

  A robo-RIA argues passive’s the only way for individual investors.

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• January 12, 2015

  What Did You Do Last Year Besides Ride the Market?

  Real value means having clients’ backs and being there when they need you.

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• January 8, 2015

  BNY Mellon Builds Out in Wealth Management

  But its heavily proprietary product platform could hold the bank back.

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• January 7, 2015

  Do Alts and Active Funds Belong in Robos?

  One advisor is betting clients will welcome the options.

  Last Comment: January 7, 2015
  1 Comment
• January 6, 2015

  Better Times Ahead for Pimco Total Return?

  Redemptions could slow, even without Bill Gross at the helm.

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• January 5, 2015

  Will Active Managers Get Their Mojo Back This Year?

  In one survey, a majority of advisors say staying with indexers will be too risky.

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• December 29, 2014

  Advisors Vow to Communicate Better Next Year

  FAs’ resolutions for 2015: Keep clients informed and on track.

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• December 16, 2014

  Wells Fargo Ups Advisors’ Market Intel

  A new unit combines resources from across its Wealth, Brokerage and Retirement division.

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• December 12, 2014

  More Advisors Move Beyond the Style Box

  New approaches to asset allocation may result in a more diversified portfolio.

  Last Comment: December 12, 2014
  1 Comment