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.
Consultancy says fund houses must pivot to independent advisers and new products to drive growth.
MainStay Marketfield, the blockbuster long/short equity liquid alt fund, was a darling at the wirehouses, but when its performance dragged, the outflows came quick and heavy.
Firm says the platform allows it to better deliver on its planning-centered pitch to clients.
RIA with $9.5 billion from ordinary people branches into the funds.
Finra said the firm failed to deliver documents after ETFs were purchased by clients.
New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.
Firm's managed accounts can make greater use of products like bond mutual funds and ETFs over individual bonds in model portfolios.
Four Merrill wealth advisers go out on their own in the heart of the crisis to start something new
A proposal backed by major active mutual fund managers gets rebooted.
Less than a month after rejecting nontransparent ETFs, the SEC is ready to back a new and possibly cheaper way to trade funds.
