portfolio management

• A Look at Declining Expense Ratios

  By Janet Levaux  |  April 29, 2013

  It’s easy to assume that the widening adoption of low-cost ETFs could be the main force driving prices down for investment products, or maybe it’s the push for further openness causing the drop in fund fees and expenses. Think again. The Investment Company Institute cites a number of other reasons...

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  Mutual Fund Expense Ratios Continued Their Decline in 2012: ICI

  By John Sullivan, AdvisorOne  |  April 12, 2013

  The advocacy organization puts hard numbers behind a general sense of lower costs.

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  Envestnet to Acquire Prudential Bank Wealth Management Unit

  By James J. Green, AdvisorOne  |  April 12, 2013

  The deal will solidify ENV’s presence in the bank channel, CEO Jud Bergman says. The $10 million-plus acquisition adds scale to its platform.

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  Using Benchmarks to Spark Constructive Conversations With Clients

  By J. Gibson Watson III, Envestnet, and Andrew Mack, Envestnet | Prima  |  April 10, 2013

  Better performance measurement makes for a better, broader discussion with your clients. Here's how to guide the conversation to everyone's benefit.

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  Buffett on Berkshire’s 2012: ‘Subpar It Was’

  By Joyce Hanson, AdvisorOne  |  March 4, 2013

  In his annual letter to shareholders, Warren Buffett admitted disappointment in his company’s 2012 performance, including the bad news that Berkshire stock underperformed the benchmark S&P 500 index.

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  New Hire Roundup: Former COO Nides Returns to Morgan Stanley

  By Marlene Y. Satter, AdvisorOne  |  February 27, 2013

  This week in new hires, Tom Nides rejoined Morgan Stanley, Rob Brown went to United Capital and Vanguard announced several investment management changes.

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  Impressions From T3 Conference: The Future Is Bright, Part 2

  By Michael E. Kitces  |  February 25, 2013

  Seeing the cutting edge of technology at the conference also served to highlight the emerging challenges of technology development.

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  Impressions From T3 Conference: The Future Is Bright, Part 1

  By Michael E. Kitces  |  February 19, 2013

  Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.

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  Disruptive Trends in Planning Software, Pt. 2—The Rise of ‘Middleware’

  By Michael E. Kitces  |  February 6, 2013

  How will two powerful technology trends play out for financial planners and impact their use of software in the coming years? There are several powerful implications.

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  Disruptive Trends in Planning Software, Pt. 1—The Cloud and APIs

  By Michael E. Kitces  |  February 4, 2013

  Having near-universal access to "the cloud" from any device and any location, and the emergence of application programming interfaces (APIs) that allow disparate software packages to integrate are driving several trends that benefit advisors.