International equity
Click column headers to sort fields
| Product Name | Quarterly return | 1-year return | 3-year return | 5-year return | 5-year std dev | 5 Yr Sharpe | Product Assets ($M) | Manager | Location |
|---|---|---|---|---|---|---|---|---|---|
| Wentworth Hauser & Violich - WHV International Equity* | 9.69 | 62.01 | 5.91 | 15.67 | 31.63 | 0.40 | 9,635 | Team | San Francisco |
| Invesco Aim Private Asset Management - AIM International ADR Growth | 7.60 | 34.60 | -1.79 | 7.59 | 18.82 | 0.24 | 1,314 | Team | Houston |
| Allianz Global Investors - NFJ International Value for Managed Accounts | 6.54 | 42.72 | 2.38 | 11.33 | 24.51 | 0.34 | 1,117 | Team | New York |
| Gratry & Co. - International Growth Equity | 6.52 | 31.84 | 0.44 | 9.14 | 21.60 | 0.28 | 104 | Team | Shaker Heights, Ohio |
| Harding Loevner - International Equity ADR | 6.38 | 35.77 | 0.13 | 8.30 | 20.22 | 0.26 | 1,528 | Team | Somerville, N.J. |
| Lazard Asset Management - Emerging Markets Equity Select ADR-SMA | 6.38 | 67.97 | 3.70 | 16.06 | 29.36 | 0.44 | 645 | Team | New York |
| Van Kampen Advisors Inc. - International Growth Equity ADR | 5.91 | 39.79 | -4.96 | 6.71 | 24.41 | 0.15 | 3,191 | Team | New York |
| NorthRoad Capital Management - Global Equity | 5.88 | 29.57 | -6.85 | 0.95 | 20.23 | -0.10 | 404 | Team | New York |
| Invesco - Invesco Global Equity | 5.23 | 31.20 | -4.39 | 2.72 | 18.68 | -0.02 | 239 | Team | Atlanta |
| Russell Developed Large Cap ex North America | 2.25 | 33.72 | -5.72 | 3.85 | 23.17 | 0.04 |
“It’s time for an economic reset,” wrote the California governor, in a post on X.
Masterworks was launched in 2017 but its RIA, Masterworks Advisers, is just three years old.
One 2017 form, no broker license, and a $42 million gap they say surfaced on a webinar.
Fewer than half of Americans in their peak earning years feel on track for retirement, while many say limited financial knowledge and access to professional guidance are holding them back.
Meanwhile, Wells Fargo hauled advisors overseeing $825 million in the West Coast, while Wedbush has welcomed a seasoned professional from Stifel in California.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.