Due-Diligence All-Star Team
Nominate your favorite gatekeeper beginning
June 1st for the 3rd Annual Financial Advisor/Private Wealth Due Diligence/Research Manager All-Star Team.
Contact Jessica Fontaine for more information at
For more information on the Fiduciary Gatekeeper Summit or the Due-Diligence/Research Manager All-Star Team please contact David Smith at email@example.com.
2012 All-Star Team
The All-Star Game
Being part of a fund research team in a way is a little bit like being part of a cult. Every firm has its own world view. Its own culture. Its own vernacular. Its own anthropology.
2011 All-Star Team
Making The Cut
Research managers, charged with deciding which investments look attractive, which ones are overvalued and what mix of assets have the best chance of keeping clients on the right track, play pivotal roles in the investment advisory business.
Financial Advisor Blogs
Portfolio Manager Insights
Inside the current issue
by Eric Rasmussen
Are online advisory platforms like Bill Harris’ Personal Capital a friend or foe to flesh-and-blood advisors? + Read more
by Dan Jamieson
Pressures are increasing, particularly on small independent b-ds, but various trends are creating plenty of opportunity for the industry overall. + Read more
by Evan Simonoff
A long-term bear market for bonds changes all the retirement calculations. + Read more