2016 Broker-Dealers of the Year: Lon Dolber on Knowing What Advisors Need
By James J. GreenThe president and CEO of American Portfolios, Lon Dolber, still has a book of business, which gives him valuable perspective on what advisors are dealing with day to day.
September 02, 2016
2016 Broker-Dealers of the Year: Eric Schwartz on IndependenceCambridge can bring together the relationships of a small firm and the resources of a large firm thanks to its private ownership and independent mindset, according to Eric Schwartz.
July 14, 2016
House Democrat tears into HealthCare.gov chiefKevin Counihan said six of the seven surviving CO-OPs are getting extra attention
July 07, 2016
SMA Manager of the Year Rick Schmidt on Collaboration Without ConsensusIn addition to winning for best international strategy, Harding Loevner won the award for best manager overall.
July 07, 2016
SMA Manager of the Year Mark Wynegar on ValuationTributary Capital Management's Small-Cap Equity portfolio manager shares what he looks for when choosing positions.
July 07, 2016
SMA Manager of the Year John Forlines on Tactical AllocationBoutique investment manager JAForlines Global stands out among the many firms who have benefited from the growth of ETFs, a market that currently tops $2 trillion.
July 07, 2016
SMA Manager of the Year Geeta Aiyer on Creating Value in ESG InvestingSome advisors have hesitated to put their clients in ESG investments because they believe they don't provide the same rates of return as traditional products.
July 07, 2016
SMA Manager of the Year Justin Greene on DOL Fiduciary RuleRussell Investments managing director explains how firms can be sustainable under new fiduciary rule.