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.
One of the biggest cheerleaders for independent broker-dealers in Washington is adding two senior executives from the industry to its board.
FSI poll shows expectations of tepid growth; 'grand bargain' a pipe dream
Economist predicts weakness, slow growth will persist in world markets
For many advisory firms, social media is the ungainly jigsaw piece that doesn’t seem to fit in the…
Advised investors underperformed self-directed ones in 2013, new research shows
Despite the growing recognition of same-sex marriage in the United States and the considerable wealth these individuals hold, most gay and lesbian investors still are not working with financial advisers, according to a new poll released Tuesday.
Merrill Lynch will reward teams that double their revenue in the five years after 2013 with a shared payout equal to 10% of the team's incremental revenue growth.
A Finra arbitration panel has ordered the firm to buy back funds recommended by an adviser
Advisers' production in '12 was $5 million; team includes three client associates.
Duo managed $500M at wirehouse.
