Bill Miller

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  Bill Miller to Step Down From Legg Mason Value Trust

  By John Sullivan, AdvisorOne  |  November 17, 2011

  Legendary value manager Bill Miller, who beat the S&P 500 for 15 years straight before underperforming for four of the last five years, will step down from running the Legg Mason Capital Management Value Trust fund in April.

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  Retirement Dreams Evolve; Mentors Matter: November Research—Slideshow

  By Kenneth Silber, Research  |  October 25, 2011

  In Research’s November cover story, Ellen Uzelac examines how clients' hopes and expectations for their later years have changed rapidly — and how advisors can make the most of these challenges. Also in the issue: “Making the Most of a Mentor” and "A Lost Decade for Advisors?” discusses...

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  Ben Bernanke Vindicates Bill Gross on ‘New Normal’

  By John Sullivan, AdvisorOne  |  August 10, 2011

  PIMCO’s concept of “new normal,” predicated on the belief that global growth and investment returns will be far lower moving forward than seen in the recent past, continues to generate controversy.

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  Berkowitz’s Big Bets on Banks Go Bad

  By John Sullivan, AdvisorOne  |  August 9, 2011

  Two legendary fund managers who continue to bet on a U.S. recovery suffered some of the largest losses on Wall Street on Monday.

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  Bruce Berkowitz, Fairholme Fund: The Extended 2011 IA 25 Profile

  By John Sullivan, AdvisorOne  |  May 10, 2011

  Bruce Berkowitz is the man(ager) of the moment—which always sounds nice, but is usually fleeting (Legg Mason’s Bill Miller anyone?).

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  Bill Miller, Jeremy Grantham to Stay the Course in 2011

  By John Sullivan, AdvisorOne  |  December 28, 2010

  Legendary fund managers stick with allocations despite tough 2010.

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  Outlook 2011, Personal Finance: Investors See Sun, Consumers Some Clouds

  By Joyce Hanson, AdvisorOne  |  December 9, 2010

  The forecast for personal finance in 2011 is partly cloudy for U.S. consumers but sunny for stock investors, said analysts on Wednesday at a Thomson Reuters panel talk.

• Outlook 2011: Personal Finance

  By Joyce Hanson, AdvisorOne  |  December 9, 2010

  The forecast for personal finance in 2011 is partly cloudy for U.S. consumers but sunny for stock investors, said analysts on Wednesday at a Thomson Reuters panel talk.

• Legg Mason Capital Management Names Sam Peters Co-Manager of Value Trust

  By Michael S. Fischer  |  October 25, 2010

  Legg Mason Capital Managementannounced Thursday that Sam Peters, who joined the firm in 2005, will become a co-portfolio manager of the Legg Mason Capital Management Value Trust.

• Reform Bill Vote, Derivatives Inquiry, and Jobs: Advisor Briefing for the Week of June 28, 2010

  By James J. Green, AdvisorOne  |  June 28, 2010

  What's happening this week.