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.
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.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
