Subscribe

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

Market tumult pushes Federal Reserve rate hike expectations out

A long-anticipated move by the Fed to raise interest rates next month would be “very strange,” given the volatility rocking financial markets, according to the top bond strategist for Charles Schwab's retail research unit.

Topic

Stockbroker pleads guilty to stealing $6 million in Ponzi scheme

Claimed funds were invested conservatively but he was pursuing risky day-trading strategy.

Topic

Exchange issue strikes Merrill Lynch, Vanguard ETF performance

Analysts say price discrepancies are a reminder for advisers to use best practices when trading funds.

Topic

Is the bull market making advisers and investors behave better?

Mutual fund investors get closer to capturing 100% of the returns of the funds they invest in, according to Morningstar.

Topic

Surprise: It may be wiser to pay smaller loans first

A new study suggests that the quickest way out of debt may be getting 'small victories.'

Topic

MetLife launches first longevity annuity for individual clients’ retirement accounts

Latest product comes as qualified longevity annuity contracts look for a place in retirement accounts.

Topic

Eaton Vance’s NextShares gets its first custodian on board

FOLIOfn Investments said it plans to offer the exchange-traded managed funds when they start trading.

Topic
  • ETFs
  • August 18, 2015

Precidian goes back to SEC for approval of active ETF plan

A proposal designed to put actively managed products on par with index funds in the ETF universe by allowing their holdings to be non-transparent is going back in front of securities regulators.

Topic

Stifel deal for Barclays unit would amp up ambitions to attract elite advisers

An acquisition of Barclays' U.S. wealth unit would add $47 billion in assets and 249 advisers who focus on ultrahigh-net-worth clients, filling a gap in Stifel Financial CEO Ron Kruszewski's advisory business.

Topic

As gold comes under attack, advisers show their mettle

Permanent allocations to the precious metal come under fire again as market slides, but advisers who believe in the asset are ready to double down.