Evan Simonoff

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Focus Diversifies, Buys Stake In Flynn Family Office

by FA Staff

Focus Financial Partners is diversifying into the family office business by acquiring a major stake in Flynn Family Office, a multifamily office with a specialty in serving hedge fund managers and...

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Big RIAs Focus On Building Enduring Firms, Schwab Finds

by FA Staff

Large RIAs want to create firms with expanded ownership, institutionalized management practices and greater depth of service, according to Schwab Advisor Services' eighth annual benchmarking survey.

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Is Hubris A Threat?

by Evan Simonoff

Six years ago, a leading consultant to the advisory business told me that every major metropolitan market in the nation was about to host at least one RIA firm with $1 billion in assets or more.

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Bogle Questions Romney’s IRA, DFA’s Proxy Voting Strategy

by Evan Simonoff

Vanguard's founder questioned whether former Republican presidential candidate Mitt Romney didn’t take excessive advantage of the tax-deferred status of his IRA.

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Pimco's Gross Unveils Three Secrets To Long-Term Outperformance

by

Despite bad press, Pimco's chief investment officer says his company's strategies are still paying off.

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Understanding The Value Traps In Emerging Markets

by

Why have emerging markets lagged big time? It could be problems of value and misallocation of capital.

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Gundlach Sees Dollar, Gold Rising As 30-Year Treasurys Trounce Junk

by

DoubleLine CEO Jeffrey Gundlach sees the dollar breaking out to the upside thanks to a combination of global demographics and cheap money policies in Japan and Europe.

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LPL Promotes Mimi Bock And Ryan Parker, As CMO Post Is Eliminated

by FA Staff

Bock and Parker are advanced in a restructuring that eliminates the chief marketing officer position.

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Tom Connelly’s Many Pursuits

by Evan Simonoff

Among them: He sits on the Arizona pension board and started a second RIA that grew after he partnered with Elizabeth Shabaker.

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A Warning For Advisors

by Evan Simonoff

On the eve of the worst financial crisis in 80 years back in 2006, what were the seers at our nation’s central bank doing?

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