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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

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  • July 11, 2014

S&P: Top mutual funds highly unlikely to maintain success

New study suggests performance is almost impossible to maintain, but managers said the study has little utility to investors

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Advisers still suspicious as Dow closes over 17,000

As stocks cross a symbolic threshold, advisers fear clients' rushing in at potential market peak.

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Fund industry fights systemic-risk regulation

At its annual conference, the ICI contended that mutual fund investors would be hurt by risk designation

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Alternatives offer money managers a profitable lifeline

Low-cost index funds capturing 25% of new assets but drive just 5% of revenue.

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Powerful Wells Fargo division takes over firm’s wealth management research functions

New unit will influence product selections for 15,000 advisers managing $1.6 trillion in assets.

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SEC money fund reform won’t placate everyone

The SEC appears to be pushing ahead with its money market mutual fund reform. The question remains which funds will escape the agency's float proposal; for brokerages and retirement plans, the devil is in the details.

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Steward Partners adds consulting unit

CEO says the consulting business will operate 'conflict-free.'

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SEC judge bans money manager for misleading Morningstar, investors

Florida portfolio manager's advertisements were not compliant, judge says.

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Fund outflows could give Pimco headaches, Morningstar says

Outflows from Pimco's Total Return fund, run by Bill Gross, have made headlines but Morningstar analysts call the "shrinking asset base" of two other funds "more troubling." Plus: See who Jeff Gundlach's DoubleLine Capital grabbed from Pimco.

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Mutual fund fees in 401(k)s move lower, industry group says

A trade group's study says tough competition between fund managers is driving fees down — but investors still may not be getting a good deal. Compare your fees to the averages.