Eaton

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  Predictions by Fisher, Gundlach, Rodriguez: Research’s All-Star Roundtable

  By Jane Wollman Rusoff  |  November 21, 2012

  A Research Roundtable of five distinguished names, including Kenneth Fisher, Jeffrey Gundlach and Robert Rodriguez, serve up their best analytic thinking and forecast how critical situations could shape up next year.

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  Patton’s Fund Picks, Pt. 3: Bond Funds

  By Mike Patton  |  July 30, 2012

  In the third of a series of blogs, advisor Mike Patton shares his top picks in four different categories of fixed-income mutual funds.

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  Top 10 Biggest U.S. Banks in 5 Key Reputation Categories

  By Michael S. Fischer  |  July 30, 2012

  Dix & Eaton, a communications consultancy, ranked the nation’s largest bank holding companies in each of the five critical categories, like ROI and image, that determine reputation.

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  Top 10 Biggest U.S. Banks With Best Reputations

  By Michael S. Fischer  |  July 19, 2012

  Dix & Eaton, a 60-year-old communications consultancy, identified nine critical value factors that drive the reputation of financial institutions, and ranked the nation’s 10 largest bank holding companies in terms of each.

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  New Hire Roundup: Comfort Joins LPL; Clark Moves Up at Clark Capital

  By Marlene Y. Satter, AdvisorOne  |  May 23, 2012

  This week in new hires, Robert Comfort went to LPL Financial, Brendan Clark was named president of Clark Capital Management and Ken Paieski joined UAT.

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  Research Roundtable: Gundlach, Rodriguez, Others

  By Jane Wollman Rusoff  |  November 23, 2011

  Our expert panel — John Buckingham, Kenneth L. Fisher, Jeffrey Gundlach, Robert Rodriguez — sees turbulence and opportunity in the year ahead, as history makes clear that presidential election years are usually favorable for the securities markets.

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  Top Funds for Advisor Loyalty

  By Melanie Waddell, AdvisorOne  |  September 27, 2011

  T. Rowe Price and Legg Mason benefited the most this year as advisors' use of mutual funds grew in 2011, and over the next two years a switch to ETFs and SMAs is expected.

• Mutual Funds Race to Join Active ETF Fray

  By John Sullivan, AdvisorOne  |  May 24, 2011

  Eaton Vance, Janus, others planning rollouts.

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  Fund Flows Positive in April: KBW

  By Marlene Y. Satter, AdvisorOne  |  May 16, 2011

  Net mutual fund flows, both for equity and for fixed income funds, were solidly positive in April, according to data released Friday by Keefe, Bruyette & Woods. Emerging markets saw strong inflows and muni funds were still on the outflow, although that has slowed somewhat.

• Fund Results: Strong Third Quarter

  By Janet Levaux, AdvisorOne  |  November 1, 2010

  The KBW Fund Performance Tracker found that equity funds for the 21 asset managers it followed were up about 9.1 percent in September and roughly...