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.
Link compensation to investment outcomes, majority of CFA holders say in survey.
Adviser custodian and B-D clearing firm faces competition for assets with Fidelity, Schwab.
At annual meeting, CEO faces down analysts who say shareholders would gain more value if the big bank broke off Mellon.
Divergent tone of the two famously cost-conscious investment firms illustrate the contentious nature of the technical and political debate over high-frequency trading.
Movement toward fee-only structures raises fiduciary bar and providers need to respond, panel says.
Motif launches platform for advisers to ease, speed portfolio re-balancing.
Deep unease remains about the future: 'How do you not worry if your 27-year-old is living at home? There is a general and a genuine concern that the future for the next generation isn't going to be as good as the past generation.'
No small chore to put together technology to deliver top-notch client reports.
American Realty Capital Centers will concentrate on multitenant shopping centers.
Robo-advisers will “change the way that my business needs to operate,” Fortigent co-founder says.
