portfolio management

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  For 403(b) Success, Combine Monitoring and Management

  By Guest Blogger  |  January 21, 2013

  For advisors who specialize in the ever-changing 403(b) and 457 retirement plan marketplace, knowing the distinction between portfolio monitoring and portfolio management is critical.

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  2012 Advisor Hall of Fame

  By Ellen Uzelac  |  November 21, 2012

  Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.

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  Rise of the ETF Asset Managers

  By Ryan Issakainen  |  November 20, 2012

  As an ETF strategist, much of my time is spent parsing the differences between funds in an ever-increasing universe of exchange-traded funds (and other ETPs).

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  Why Bogle’s Wrong on ETFs

  By Ronald Delegge, ETFguide.com  |  November 2, 2012

  It's worth analyzing three key arguments in the Vanguard founder's thinking on exchange traded funds

• Charles Biderman, Jeremy Siegel and Others on Today’s Market: Ground Floor or Precipice?

  By Gil Weinreich, AdvisorOne  |  November 1, 2012

  One fund exec who's held 80 meetings with advisors since April says they all ask the same thing: How do I get my clients out of cash and bonds?

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  Top 10 Tech Trends for Advisors and Their Partners: The Roundup

  By Spenser Segal, ActiFi  |  October 16, 2012

  The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.

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  Schwab to Buy Dividend Manager ThomasPartners for $85 Million

  By John Sullivan, AdvisorOne  |  October 15, 2012

  The deal includes additional payments depending on future growth in ThomasPartners’ assets under management, now worth $2.3 billion.

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  The Top Wealth Managers 2012 Profiles: No. 2—Athena Capital Advisors LLC

  By Marlene Y. Satter, AdvisorOne  |  September 14, 2012

  At No. 2 on the list of Top Wealth Managers: Athena Capital Advisors, a firm that brings physics to finance.

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  SEI Testing Wealth Platform for Advisors

  By Danielle Andrus, AdvisorOne  |  June 27, 2012

  SEI is running a pilot program to improve its administrative and operational platform for advisors, with a full launch planned for the first quarter of 2013.

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  When Bad Things Happen to Good Portfolios—and What to Do About It

  By John Sullivan, AdvisorOne  |  May 25, 2012

  Is there a better way? Can the divide between Eugene Fama and Richard Thaler be bridged?