managed products

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  2012 IA 25; Investing in Russia; Tech and ROI: May Investment Advisor—Slideshow

  By Editorial Staff  |  April 24, 2012

  May brings the 10th annual IA 25 (well, ninth if you don’t count our special 30th anniversary edition, “Thirty for Thirty,” in 2010), Investment Advisor’s editors’ pick of the 25 most influential people in the industry.

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  RIAs Prepare for Lower Risk Tolerance Among Clients

  By Danielle Andrus, AdvisorOne  |  November 16, 2011

  RIAs believe market volatility in the past 12 months has made clients more risk averse, according to an Invesco market research study released Wednesday.

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  Multi-Family Offices Moving to Pooled Investment Vehicles: Cerulli

  By Michael S. Fischer  |  October 11, 2011

  Family offices’ increasing use of pooled investment vehicles presents an opportunity for wealth managers, Cerulli reports. Family offices also pick vehicles with potential for superior after-tax performance.

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  What We Own and Why: The Fixed Income Portfolio

  By Ben Warwick, Quantitative Equity Strategies  |  August 11, 2011

  A respite from recent stock selling pressure has given me the opportunity to discuss our fixed income holdings. Combining bonds with stocks is a sensible way to add diversification to client holdings.