Strong equity returns cools retail investor demand for liquid alts, or the “non-correlated cushion” of hedge fund strategies in retail fund wrappers. But J.P. Morgan Asset Management’s Yasmin Dahya argues that now is the time for these strategies to shine.
Every year, Morningstar suggests that investors buy fund categories that suffered the most outflows in the previous year. Often, such unloved funds are close to hitting a trough and are about to enjoy a revival, the fund tracker argues. The unloved of 2017 include large growth (which has been unloved every year since 2004), large value and mid-value. ...
Denver's Guaranty Bank Acquires Wagner Wealth Management Denver-based Guaranty Bank and Trust has purchased Wagner Wealth Management, the Denver Business Journal reports. The bank is folding Wagner into its Private Capital Management subsidiary, creating a firm with more than $1.1 billion in assets under management and one of the top 10 Colorado-based wealth management firms. ...
Plancorp Opens Branch in Nashville Plancorp, a fee-only wealth management firm based in St. Louis, said Wednesday that it opened a branch in Nashville, Tenn. The firm said it will focus on working with medical professionals and entrepreneurs, two populations that are growing in that area. ...
