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Trevor Hunnicutt

Trevor Hunnicutt looks at a lot of charts and reports on fund flows as a reporter covering asset management for financial advisers. But he’s not all fun and games. From time to time you might also find the seafood aficionado shucking oysters on the waterfront in Brooklyn.

Displaying 563 results

Topic

Fidelity revives mutual fund sales

Fresh off a year that trimmed its $1.3 trillion U.S. mutual fund business, the fund house made up all of those redemptions in the first quarter of 2015, with the help of successful active management strategies in stocks and bonds.

Topic

Even outside U.S., passive investments widen share of sales over active

Gap between active and passive funds in international equities reaches highest level since financial crisis.

Topic
  • ETFs
  • April 7, 2015

Vanguard digital advice platform gives investors choice on active vs. passive

Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.

Topic

Money market reforms force advisers to rethink risk

SEC Chairwoman Mary Jo White said reforms would “fundamentally change” funds. She was right.

Topic

Focus Financial invests in $600 million wealth manager

Deal comes amid slowdown for large investors in financial advisory firms.

Topic
  • ETFs
  • March 30, 2015

Columbia Threadneedle Investments files with the SEC for NextShares and index funds

Ameriprise Financial's asset management subsidiary signals a desire to significantly expand its presence in the exchange-traded fund market, as well as license Eaton Vance's mutual fund/ETF hybrid structure.

Topic

Vanguard snubs outsiders in digital advice

As firms like Schwab and Vanguard build more online portfolios, money managers face an 'open architecture' question.

Topic

TIAA-CREF manages Lipper award ‘three-peat’

Retirement-oriented managers take top awards; other victors include American Funds, Oakmark and Lord Abbett.

Topic

IndexIQ deal propels MainStay brand into ETFs

Partnership could bring more alternative ETFs to advisers.

Topic

Virtus drops F-Squared as fund manager

Loss of linchpin backer adds to F-Squared's struggle following admissions it misled investors on performance.