Nuveen

• Experts Share Bullish Market Views

  By Janet Levaux  |  May 28, 2013

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  We’re in an Extended Bull Market, So Get Used to It: Tiburon CEO Summit

  By Joyce Hanson, AdvisorOne  |  April 9, 2013

  Tiburon CEO Summit host Chip Roame pointed out advisor trends and opportunities after stock strategists Richard Bernstein and Bob Doll spelled out why we’re in a long-running bull market.

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  How’d I Do? 2012 Performance of My Top Mutual Funds and ETFs

  By Mike Patton  |  January 21, 2013

  Using my Fiduciary Scorecard tool, I assess how well my chosen mutual funds and ETFs performed last year in their peer groups.

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  Bob Doll’s Top 10 Predictions on Economy for 2013

  By Joyce Hanson, AdvisorOne  |  January 8, 2013

  The typically bullish Doll predicts that the U.S. stock market will hit record highs even as the economy struggles.

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  Keys to a Successful Rollup Strategy

  By John Sullivan, AdvisorOne  |  November 29, 2012

  The current economic and regulatory environment that’s disproportionately affecting smaller RIA firms.

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  State Street Makes Case for ETFs in Obama’s Second Term

  By Joyce Hanson, AdvisorOne  |  November 8, 2012

  Targeted ETFs to consider in 2013 include REITs, munis and health care, says David Mazza, State Street’s head of ETF investment strategy.

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  Patton’s Fund Picks, Pt. 8: Market Neutral, Real Estate and Commodities

  By Mike Patton  |  September 4, 2012

  In the penultimate blog in a series, advisor Mike Patton shares his favorite picks—mutual funds and ETFs—in market neutral, real estate and commodities.

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  2012 Large-Cap SMA Manager of the Year Co-Winner: Santa Barbara Asset Management

  By John Sullivan, AdvisorOne  |  April 5, 2012

  Santa Barbara's Jim Boothe says he looks for “clean balance sheets, very strong cash flow and a commitment to dividends.”

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  2012 SMA Managers of the Year: Calm, Cool and Confident

  By John Sullivan, AdvisorOne  |  March 26, 2012

  The one thing seen among all of these winners? “Dividend yield,” says Gib Watson, president and CEO of Prima Capital, IA's longtime partner in choosing the annual Separately Managed Account Managers of the Year.

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  New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust

  By Marlene Y. Satter, AdvisorOne  |  February 15, 2012

  Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.