advisor-managed portfolios

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

“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 […]

invest 2015 conference

Too Digital to Fail: InVest 2015 Conference – Day 2 Summary

While the first day of the In|Vest 2015 Conference was devoted to startups and their potential to disrupt the traditional financial services landscape, day two turned the tables and gave the too-big-to-fail banks and other large wealth management firms a chance to show off their digital mojo and explain why they won’t be the ones to become disrupted. After […]

6 Keys to Launching a Successful UMA Program

This is a summary of a session from the FRA’s 11th Annual Managed Account and UMA Summit that was held in September 2013 in NYC. Moderator: Bill McFadden, U.S. Business Development, CGI Panelists: Chris Gibbons, VP Investment Product Management, PNC Asset Management John McDevitt, CFA, SVP, Brown Brothers Harriman Sophie Schmitt, Senior Analyst, Wealth Management, […]