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Advisor-Managed Portfolios Knocked Out by Home Office Performance – Cerulli

Advisor-Managed Portfolios Knocked Out by Home Office Performance – Cerulli

Posted by on Jul 5, 2015 in Industry Analysis

“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.” — Warren Buffett, Chairman and CEO of Berkshire Hathaway Warren Buffett is probably the best known investor on the planet and the high priest of […]

One Platform To Rule Them All: How Consolidation Transforms Wealth Management Systems

One Platform To Rule Them All: How Consolidation Transforms Wealth Management Systems

Posted by on Feb 9, 2015 in Technology

“Eventually, all things merge into one, and a river runs through it.” — Norman Maclean, Author In the past decade, we have seen consolidation across a wide swatch of the technology landscape. Cars have merged with computers to be able to drive themselves, televisions have merged with the Internet to offer more entertainment choices and […]

Active Management: Skill versus Luck

Active Management: Skill versus Luck

Posted by on May 20, 2013 in Conference Summaries, Managed Accounts

This is a summary of a panel discussion from the MMI 2013 Spring Convention held in NYC on April 22-24. Moderator: John Thompson, Partner, Head of Investment Solutions, Hewitt EnnisKnupp Panelists: Ed Foley, Director, Dimensional Fund Advisors Brian Hansen, President & COO, Confluence Investment Management Robert G. Smith, President & CIO, Sage Advisory Services According […]

Why Haven’t Advisors Embraced Unified Managed Accounts?

Why Haven’t Advisors Embraced Unified Managed Accounts?

Posted by on Jan 1, 2013 in Conference Summaries

This is an overview of a session from the MMI 2012 Tech & Ops Conference held in Jersey City, NJ. Moderator: Jay Link, Managing Director, Managed Solutions Group, Merrill Lynch Panelists: Andrew Clipper, Managing Director, Head of Wealth Management Services, NA, Citi John Capelli, Managing Director, COO, Managed Account Advisors, Merrill Lynch Rob Klapprodt, President […]

The Wizards of ETFs – Behind the Curtain (2/2)

Posted by on Nov 30, 2012 in Conference Summaries

This is a review of a session from the Money Management Institute’s 2012 Fall Solution Conference.  This is part two of a two-part series.  You can read part one here. Moderator: Benjamin T. Fulton, Managing Director of Global ETFs, Invesco Powershares Capital Management, LLC Panelists: Sam Turner, Director of Large Cap Portfolio Management at Riverfront […]

The Wizards of ETFs – Behind the Curtain (1/2)

Posted by on Nov 19, 2012 in Conference Summaries

This is a summary of a session from the Money Management Institute’s 2012 Fall Solution Conference entitled ETFs: To Develop or Not Develop?  This is part one of a two-part series.  You can jump to part two by clicking here. Moderator: Benjamin T. Fulton, Managing Director of Global ETFs, Invesco Powershares Capital Management, LLC Panelists: […]

Has Rep as PM Growth Peaked?  (2/2)

Has Rep as PM Growth Peaked? (2/2)

Posted by on Jul 19, 2012 in Conference Summaries

This is a summary of a panel discussion from the Money Management Institute’s 2012 Spring conference held in Chicago, IL.  This is part 2 of 2.  You can read Part 1 here. Moderator: Jay Link, Managing Director, Merrill Lynch Panelists: Lorna Sabia, Managing Director, Head of Managed Solutions Group, Merrill Lynch James Walker, Head of Consulting […]

Has Rep as PM Growth Peaked? (1/2)

Has Rep as PM Growth Peaked? (1/2)

Posted by on Jun 17, 2012 in Conference Summaries

This is a summary of a panel discussion from the Money Management Institute’s 2012 Spring conference held in Chicago, IL.  This is part 1 of 2.  You can read part 2 of 2 here. Moderator: Jay Link, Managing Director, Merrill Lynch Panelists: Lorna Sabbia, Managing Director, Head of Managed Solutions Group, Merrill Lynch James Walker, Head […]

Rep as PM: The Inside Scoop – Part 2

Rep as PM: The Inside Scoop – Part 2

Posted by on Jan 26, 2012 in Conference Summaries

This post is a summary of a session from the MMI 2011 Fall Solutions Conference that was held in NYC. It is part 2 of a 2 part series. Click here to read Part 1. Moderator: Marc Zeitoun, Managing Director, Head of Distribution, Rydex/SGI Panelists: Jay Link, Managing Director, Managed Solutions Group, Merrill Lynch Peter […]

Diversify, Diversify, Diversify – 3 Ways to Help Advisory Products Succeed in Volatile Markets

Diversify, Diversify, Diversify – 3 Ways to Help Advisory Products Succeed in Volatile Markets

Posted by on Jan 13, 2012 in Conference Summaries

“How can clients improve diversification in their portfolios?” was the question Roger Paradiso posed to those attending this session at the MMI Tech and Ops Conference 2011.  Client’s portfolios aren’t performing as expected and their needs aren’t being met, he said, they are looking for solutions. The recent rise in volatility in the market, he explained, combined with the […]