Results for "Numbers Game"

Sep 5, 2019, 4:22 PM EST

Why is adviser compensation flat?

pay-calculation-Main

By Brandon Odell

Adviser compensation is not growing with the same exuberance as it has in the past. Prior to 2017, adviser wage growth exceeded 5% per year and reached as high as 8% in 2016. Over the past two years, however, average compensation to advisers has struggled to keep up with inflation and has even been negative. This changing trend is the resounding headline of the 2019 InvestmentNews Adviser Compensation & Staffing Study, and it produces many signals about the direction of the industry. As our team at The Ensemble Practice prepared to write this year's study, the flattening trend of compensation begged for attention the way my dog begs when there is peanut butter on the counter: quietly, stoically, yet obviously and obnoxiously.Advisory firms are exercising proper compensation management. The industry is managing human capital, aligning performance with results and paying attention to the labor market. In other words, advisory firms... Read full post

Jul 20, 2019, 10:48 AM EST

Top 50 fixed-income mutual funds, second quarter 2019

By Ellie Zhu

Ranked by quarterly returnsName/ticker3-month return1-year return3-year annualized returnPortfolio net assets ($M)Expense ratio*1Eaton Vance Emerging Markets Local Income Fund;A (EEIAX)7.45%10.18%5.31%$1,019.00 1.22%2Vanguard Extended Duration Treasury Index Fd;Inst (VEDTX)7.28%14.25%1.00%$2,561.70 0.06%3Ryan Labs Long Credit Fund (RLLCX)7.12%14.91%4.68%$111.70 0.50%4SEI Long Duration Fund;A (LDRAX)6.88%14.39%4.65%$1,461.00 0.37%5PIMCO Long-Term Cr Bd Fund;Institutional (PTCIX)6.85%15.55%6.45%$4,094.00 0.85%6PIMCO Extended Duration Fund;Inst (PEDIX)6.84%13.87%1.03%$1,416.30 0.94%7T Rowe Price Institutional Long Duration Credit Fd (RPLCX)6.84%15.16%4.70%$34.80 0.45%8SEI Inst Inv Long Duration Credit Fund;A (SLDAX)6.81%14.55%4.74%$4,087.50 0.37%9PIMCO Emerg Markets Local Currency and Bd Fd;Inst (PELBX)6.81%9.80%4.55%$2,392.20 0.92%10Wasatch-Hoisington US Treasury Fund;Investor (WHOSX)6.79%12.20%0.67%$352.80 0.70%11Schroder Long Duration... Read full post

Jul 20, 2019, 10:48 AM EST

Top 50 fixed-income ETFs, second quarter 2019

By Ellie Zhu

Ranked by quarterly returnsName/ticker3-month return1-year return3-year annualized returnPortfolio net assets ($M)Expense ratio*1PIMCO 25+ Year Zero Coupon US Treasury Index ETF (ZROZ)7.84%14.18%0.95%$265.30 0.15%2iShares 10+ Year Invest Grade Corporate Bond ETF (LLQD)7.55%15.71%N/A$12.90 0.06%3FlexShares Credit-Scored US Long Corp Bd Index Fd (LKOR)7.51%16.11%5.01%$19.30 0.22%4iPath ETN US Treasury 5Yr Bull ETN (DFVL)7.35%17.60%-0.57%$5.10 0.75%5Vanguard Extended Duration Treasury Index Fd;ETF (EDV)7.28%14.25%1.00%$1,116.20 0.07%6SPDR Portfolio Long Term Corporate Bond ETF (SPLB)7.22%14.82%5.32%$644.90 0.07%7iPath ETN US Treasury 2Yr Bull A (DTUL)7.15%14.66%-1.69%$5.50 0.75%8iShares Long-Term Corporate Bond ETF (IGLB)6.97%14.53%5.06%$1,061.00 0.06%9Vanguard Long-Term Corporate Bond Idx Fund;ETF (VCLT)6.91%15.20%5.33%$4,057.40 0.07%10iShares Core 10+ Year USD Bond ETF (ILTB)6.55%13.97%4.13%$296.10 0.06%11Vanguard Long-Term Bond Index... Read full post

Jul 20, 2019, 10:46 AM EST

Top 50 equity mutual funds, second quarter 2019

By Ellie Zhu

Ranked by quarterly returnsName/ticker3-month return1-year return3-year annualized returnPortfolio net assets ($M)Expense ratio*1Kinetics Internet Fund;No Load (WWWFX)21.92%18.16%19.14%$138.70 1.84%2OCM Gold Fund;Investor (OCMGX)16.24%11.78%-3.76%$28.10 2.86%3Voya Russia Fund;A (LETRX)15.96%23.81%20.24%$86.30 2.00%4VanEck International Investors Gold Fund;A (INIVX)15.47%8.60%-3.93%$666.00 1.45%5Firsthand Alternative Energy Fund (ALTEX)15.46%14.25%12.54%$5.70 1.98%6Kinetics Global Fund;No Load (WWWEX)14.40%5.04%16.01%$14.20 1.39%7Invesco Oppenheimer Gold & Special Minerals Fd;A (OPGSX)14.33%15.22%-0.22%$1,099.20 1.17%8American Century Global Gold Fund;Investor (BGEIX)14.29%13.75%-2.37%$449.00 0.67%9Wells Fargo Precious Metals Fund;Inst (EKWYX)14.09%15.59%-3.79%$308.20 0.79%10Jacob Micro Cap Growth Fund;Institutional (JMIGX)13.44%29.82%25.10%$14.60 2.41%11ABR Dynamic Short Volatility Fund;Institutional (ABRSX)13.24%11.03%N/A$3.70 2.... Read full post

Jul 20, 2019, 10:46 AM EST

Top 50 equity ETFs, second quarter 2019

By Ellie Zhu

Ranked by quarterly returnsName/ticker3-month return1-year return3-year annualized returnPortfolio net assets ($M)Expense ratio*1Breakwave Dry Bulk Shipping ETF (BDRY)39.27%-39.69%N/A$4.30 0.15%2iPath Exchange Traded Notes Global Carbon23.56%78.42%90.56%$11.20 0.75%3Invesco Solar ETF (TAN)21.41%22.63%13.22%$359.40 0.70%4Global X MSCI Greece ETF (GREK)20.61%7.00%14.48%$385.70 0.59%5iShares MSCI Argentina and Global Exposure ETF (AGT)17.77%22.19%N/A$26.30 0.59%6Global X MSCI Argentina ETF (ARGT)17.60%22.15%14.33%$96.00 0.59%7iShares MSCI Global Gold Miners ETF (RING)17.38%18.17%-3.35%$235.80 0.39%8Franklin FTSE Russia ETF (FLRU)16.59%24.01%N/A$14.90 0.19%9ALPS Sprott Gold Miners ETF (SGDM)16.02%14.50%-5.02%$170.40 0.57%10iShares MSCI Russia ETF (ERUS)16.02%23.96%18.55%$654.70 0.59%11VanEck Vectors Russia ETF (RSX)14.76%19.19%14.76%$1,249.90 0.65%12VanEck Vectors Gold Miners ETF (GDX)14.31%15.67%-2.05%$10,541.90 0.52%13Invesco KBW... Read full post

Jul 8, 2019, 2:37 PM EST

Client longevity is advisers' top retirement planning concern

OldManScam-Main

By James Gallardo

Individuals who pay for financial advice generally are feeling positive about their ability to prepare for their post-working days. Nearly all (87%) feel "knowledgeable and educated when it comes to planning for retirement," and most (80%) believe they are saving enough to fund their retirement. In fact, when clients are asked to rate their confidence that they'll maintain a comfortable retirement on a scale of 1-10, 88% give a rating of seven or higher, and only 1% of respondents give a rating that's less than five (Fig 1.).... Read full post

Jun 1, 2019, 3:15 PM EST

RIA Rundown 2019: Biggest gainers

By Ellie Zhu

Rank 20192019 TotalDiscretionaryNondiscretionaryFirmPhone/website% changeassets ($M)accountsassets ($M)accountsassets ($M)accountsEmployees1The Mather Group353 N. Clark St., Suite 2775Chicago, IL 60654(630) 537-1078themathergroup.com180%$4,145.20 5,825$2,931.50 2,993$1,213.80 2,83252
2Dynamic Wealth Advisors2415 E. Camelback Rd., Suite 700Phoenix, AZ 85016(877) 257-3840dynamicwealthadvisors.com85%$1,451.20 6,248$1,298.70 6,132$152.50 11674
3Camden Capital2301 Rosecrans Ave., Suite 2110El Segundo, CA 90245(310) 725-0210linkedin.com/company/camden-capital-management-llc61%$3,174.60 3,317$2,086.70 2,530$1,087.90 78724
4TCG Advisors900 S. Capital of Texas Hwy., Suite 350Austin, TX 78746(512) 600-5221tcgservices.com60%$2,817.30 1,733$2,133.10 1,578$684.20 15590
5LGL Partners1 Tower Bridge, 100 Front St., Suite 1300West Conshohocken, PA 19428(610) 545-6100lglpartners.com58%$1,772.40 400$642.50 265$1,129.90... Read full post

Jun 1, 2019, 10:45 AM EST

RIA rundown 2019: Largest fee-only RIAs

By Ellie Zhu

Rank 20192019 TotalDiscretionaryNondiscretionaryFirmPhone/websiteassets ($M)accountsassets ($M)accountsassets ($M)accountsEmployees1Hall Capital Partners1 Maritime Plaza, Sixth FloorSan Francisco, CA 94111(415) 288-0544hallcapital.com$36,253.90 174$12,011.60 62$24,242.30 1121572Moneta Group Investment Advisors100 South Brentwood, Suite 500Clayton, MO 63105(314) 726-2300monetagroup.com$20,257.50 25,379$9,217.10 3,992$11,040.30 21,3873003Jasper Ridge Partners201 Main St., Suite 1000Fort Worth, TX 76102(817) 333-0027jasperridge.com$20,001.70 40$19,288.10 35$713.60 5824Silvercrest Asset Management Group1330 Avenue of the Americas, 38th FloorNew York, NY 10019(212) 649-0600silvercrestgroup.com$19,032.20 1,218$14,244.60 1,192$4,787.60 261295BBR Partners2 Grand Central Tower, 140 E. 45th St., 26th Fl.New York, NY 10017(212) 313-9870bbrpartners.com$15,886.20 3,670$13,748.60 3,460$2,137.60 2101156Comprehensive Financial Management720 University ... Read full post

Jun 1, 2019, 3:30 PM EST

RIA rundown 2019: Top fee-only RIAs by state

By Ellie Zhu

State/top 3 firms# of fee-only RIAsTotal assets ($M)/market shareDiscretionary assets ($M)/market shareNondiscretionary assets ($M)/market share 1 CA California 357 $271,694.9 $222,410.8 $49,284.1 1 $36,253,881,136.0 Hall Capital Partners 13.3% 5.4% 49.2% 2 $14,175,031,522.0 Comprehensive Financial Management 5.2% 6.4% 0.0% 3 $11,669,979,000.0 Aspiriant 4.3% 4.5% 3.6% 2 NY New York 127 $167,378.0 $124,021.5 $43,356.4 1 $19,032,237,664.0 Silvercrest Asset Management Group 11.4% 11.5% 11.0% 2 $15,886,200,000.0 Bbr Partners 9.5% 11.1% 4.9% 3 $13,920,631,060.0 Tiedemann Advisors 8.3% 9.3% 5.4% 3 MA Massachusetts 119 ... Read full post

Apr 24, 2019, 3:58 PM EST

2019 top independent broker-dealers ranked by revenue

By Ellie Zhu

Firm2018 revenue ($M)% change vs. 20172018 commission revenue ($M)% change vs. 20172018 fee revenue ($M)% change vs. 20172018 other revenue ($M)% change vs. 20171LPL Financial LLC5188.421.21919.714.91793.527.31475.222.82Ameriprise Financial Services Inc.4804.012.81209.80.02638.813.1955.431.33Raymond James Financial Services Inc.2410.016.4677.00.01314.026.0419.017.44Commonwealth Equity Services, LLC dba-Commonwealth Financial Network1425.314.8234.5-3.3976.222.3214.67.05Northwestern Mutual Investment Services1219.517.9326.70.0786.925.2158.38.86MML Investors Services, LLC1126.67.3678.21.9443.716.64.69.27AXA Advisors LLC913.816.2633.213.7237.522.243.122.88Cambridge Investment Research Inc.906.711.7283.49.1509.610.8113.623.89Securities America Inc.803.526.1311.520.9402.128.190.036.510Lincoln Financial Network782.45.7495.32.4217.713.469.47.311Cetera Advisor Networks619.58.8269.16.2247.65.4102.926.312Royal Alliance Associates Inc.603.924.8242.... Read full post

Older »
X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.