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.
Lebenthal Holdings stands to triple the size of its new wealth management unit with the acquisition of the business of two Morgan Stanley brokers. But that's just the beginning, if CEO Frank Campanale has his way.
Underlying risk metrics suggest the Pimco Total Return Fund continues to have a tough time beating competitors.
Guggenheim says the global rise of the middle class could yield returns for U.S. investors.
Day after Obama authorizes new round of air strikes in the Middle East, oil drops. What gives?
Ailing fund company boasts many of the most successful alts products in the mutual fund business, but is it enough as its core bond business suffers?
In Ameriprise case, federal judge rules chief executive of the firm's mutual fund unit must hand over documents in lawsuit over retirement plan's use of proprietary funds.
Despite putting more money in mutual funds, advisers are working with fewer fund managers. This has meant declines for Pimco and BlackRock, while DFA and American Funds remain favorites.
Pimco continues to stand by its beleaguered co-founder, William H. Gross, following a report that the legendary bond manager threatened to resign after clashing with executives.
“Bond King” Bill Gross says fund has turned a corner, but investors keep moving money out.
Divided vote on changes carves out most retail funds from restrictions
