Morningstar recently released its 10th annual "Forgotten Funds" round-up, which selects five funds that perform well but "receive little fanfare," according to Morningstar editor Amy Arnott. To qualify for inclusion in the list, funds must have strong five-year performance records, assets under $300 million, long-tenured managers and moderate expenses. The five funds were: PBHG Large Cap Growth, Berger Small Cap Value, Salomon Brothers Capital, Vontobel International Equity, Montag and Caldwell Balanced.
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
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The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.
February 6 -
Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.
February 6 -
Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
February 5 -
Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?
February 5 -
With unfounded rumors spreading that Osaic was about to buy its rival Cetera, a Texas-based headhunting firm started calling advisors to see if they wanted to move. Other industry recruiters say that crossed an ethical line.
February 5




