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 […]

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

“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

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?

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 […]