Asset Allocation: Is Modern Portfolio Theory Dead? (2/2)

This is the second part of the summary of a session from the Money Management Institute's 2012 Fall Solution Conference. You can read part 1 here. Moderator: Michael Jones, Chairman and Chief Investment Officer, Riverfront Investment Group Panelists: Colin Moore, Chief Investment Officer, Columbia Management, $339 billion AUM Howard Present, President and Chief Executive Officer, […]

Asset Allocation: Is Modern Portfolio Theory Dead? (1/2)

This is a summary of a session of the Money Management Institute's 2012 Fall Solution Conference. Moderator: Michael Jones, Chairman and Chief Investment Officer, Riverfront Investment Group Panelists: Colin Moore, Chief Investment Officer, Columbia Management, $339 billion AUM Howard Present, President and Chief Executive Officer, F-Squared Investments Steve Murray, Director of Asset Allocation Strategies, Russell […]

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 […]

Inside the Minds of Barron's Top Financial Advisors

This is a summary of a panel from the Fiserv Client Conference Spring 2012, which was held in Las Vegas, NV. Moderator: Sterling Shea, Managing Director, Head of Advisory & Wealth Management Programs, Barron's. Panelists: Ed Dollinger, Edward Jones, 26 years – manages $500 mm Theresa Chicopolos, CFP, Wells Fargo, Scottsdale, AZ, 26 years – […]

Is Tax Alpha a Myth or is it Real?

This blog is dedicated to a tax management as it relates to fee-based managed accounts.  I plan on researching and discussing many of the issues surrounding tax management.  I'll look into tax management claims made by investment advisors, overlay managers and software companies.  Different methodologies of tax management are also on my radar as well […]