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.
A robo-adviser is expanding its footprint into fee-based portfolio management for the first time, further heating up a battle among startup companies looking to corner the market on automated investment advice for the masses.
Former wirehouse exec replacing Kornreich, who will focus on finance, M&A.
The Michigan-based team rejoins the firm after six years away
Clients of advisers saw some stock gains, but bonds held them back, website for investors finds.
Prospective plans by the CFP Board to develop its own continuing education curriculum had some financial advisers concerned over possible conflicts of interest. The idea has been pulled, for the time being.
New tool allows modeling of specific bond-exposure choices as clients ask about rising rates.
There is no shortage of software products that developers market as the “solution” to financial advisers’ every conceivable…
Two companies filed this week, seeking funds that don't report daily.
Even as services evolve, the two groups' definitions are distinct – and should stay that way, Schweiss says.
