The Lipper Awards reflect the new normal

Episode 88

Episode Summary

Bruce and Jeff speak to Tom Roseen, head of research services at Refinitiv Lipper Research, about the recently announced Lipper Awards. They clarify how the awards work and discuss some of the winners, including T. Rowe Price. They also address how the shift in the fund industry from actively managed funds to index and passively managed funds has impacted Lipper. Bruce and Jeff also talk about the upcoming release of InvestmentNews' New Normal story, which explores how work culture has been transformed for the long haul and what the financial industry must do to retain talent.

Episode Notes

Bruce and Jeff speak to Tom Roseen, head of research services at Refinitiv Lipper Research, about the recently announced Lipper Awards. They clarify how the awards work and discuss some of the winners, including T. Rowe Price. They also address how the shift in the fund industry from actively managed funds to index and passively managed funds has impacted Lipper.

Bruce and Jeff also talk about the upcoming release of InvestmentNews' New Normal story, which explores how work culture has been transformed for the long haul and what the financial industry must do to retain talent. 

Related Article: T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards

Guest Bio:  

Tom Roseen is the head of Refinitiv Lipper Research, joining from Janus in 1996. He is the editor and an author of Refinitiv Lipper's U.S. Research Studies, FundFlows Insight Reports and FundIndustry Insight Reports.

Recent episodes
  • Episode 216
  • Oct 01, 2026

“The AI tsunami is going to change this industry in very unpredictable ways”

Bruce this week chats with Brad Bueermann, CEO and founder of FP Transitions, a leading consultancy for RIAs, on valuations, compensation and the repercussions of the Altruist deal.

“The AI tsunami is going to change this industry in very unpredictable ways”
  • Episode 215
  • Sep 29, 2026

Driving Better Advisor and Client Outcomes Through Technology Modernization

Sol Gindi on how Advisor Gateway is giving financial advisors more time for what matters most.

Driving Better Advisor and Client Outcomes Through Technology Modernization
  • Episode 214
  • Sep 11, 2026

With Schwab and Altruist in the news, there’s lots happening in RIA custody world

Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?

With Schwab and Altruist in the news, there’s lots happening in RIA custody world
  • Episode 213
  • Aug 21, 2026

What’s new with Robb Baldwin and TradePMR?

Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?

What’s new with Robb Baldwin and TradePMR?