Large-Cap Equity Asset Manager of the Year: Parnassus
By Ginger Szala"We used that weakness, that really big downdraft in the [2018] fourth quarter to establish very large positions in companies like Microsoft and Nvidia. We saw and took advantage of that downturn to really add some very nice pieces to the portfolio."
June 23, 2020
3 Questions to Ask Before Jumping Into the Bull Market for RIAsResolving these issues is a "must" before you start down the M&A path, says Mariner Wealth CEO Marty Bicknell.
June 22, 2020
Report of Retirees Fleeing Market Due to Coronavirus Was Greatly ExaggeratedA big chunk of retirees did not dump all stock holdings, despite concerns raised in a WSJ report and on social media.
June 22, 2020
How to Break Away & Start Your Own Firm in a PandemicIn the short term, you'll have to adjust to a dual life of taking care of clients by day and building your RIA at night.
June 22, 2020
What Clayton's Departure From SEC Would Mean for Reg BIThe "effectiveness" of Reg BI, Phyllis Borzi said, "will rise and fall on how well it's enforced."
June 19, 2020
Why Opportunity Zones Are FailingThe Urban Institute outlines the key problems of these investments, and possible solutions, in a recent report.
June 19, 2020
What Advisors Can Learn From Investor Behavior During a CrisisHelping to make investment plans clearer is one way advisors can reduce the risk of clients making rash decisions.
June 16, 2020
7 Reasons the U.S. COVID-19 Picture Is So FuzzyMany of the numbers from states like Arizona look fine. Others don't.