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 […]

Tactical ETF Managers

Should RIAs Use Tactical ETF Managers?

The low cost of ownership, high diversification, high liquidity and other general attributes of Exchange Traded Funds (ETF’s) are well known and have helped drive their growth and popularity. So how can a Registered Investment Advisor (RIA) take advantage of ETF’s to build diversified investment strategies for their clients? A panel discussion at the Money Management […]

Beyond the Style Box: SMAs and Model Portfolios

This is a summary of a panel discussion from the MMI 2013 Spring Convention held in NYC on April 22-24. Moderator: Mark Thomas, SVP, Head of Managed Accounts, PIMCO Panelists: Brian Bono, Chief Investment Strategist, Investment Strategy Unit, SEI Investment Company Russell W. Tipper, Director, Head of Third Party Platforms, Merrill Lynch Fred Gaskin, Managing […]

Why Haven’t Advisors Embraced Unified Managed Accounts?

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)

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)

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)

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)

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 […]

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

“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 […]