Andrew Osterland

Andrew was a reporter on the InvestmentNews team from 2011 to 2013 before going on to become a freelance reporter. Connect with him here: @aoreport

Andrew Osterland
Displaying 208 results
INVESTING ALTERNATIVES JUL 24, 2011
Creating a structure for making gains while minimizing risk

The recovery of the stock market in the last two years has been driven by investors willing to take on risk again

INVESTING MUTUAL FUNDS JUL 24, 2011
Emotional responses are common among managers as well as investors

Looking at a portfolio manager's track record is one thing, but understanding how he or she achieved it, and whether it can be repeated, is another story and something that financial advisers should consider when selecting funds for their clients, according to those who study investor behavioral trends

Merrill Lynch grabs UBS team of $2.5M producers
YOUR PRACTICE PRACTICE MANAGEMENT JUL 19, 2011
Merrill Lynch grabs UBS team of $2.5M producers

A four-man team of financial advisers from UBS Financial Services Inc. managing $277 million in assets with trailing-12-month production of $2.5 million has joined the Palm Beach complex of Bank of America Merrill Lynch.

RETIREMENT RETIREMENT PLANNING JUL 19, 2011
Advisers: Preparing clients for the worst on taxes

Financial advisers are fairly clear about what is in store for their clients: taxes that are unlikely to go down and may rise.

INVESTING MUTUAL FUNDS JUL 18, 2011
Putnam's go-anywhere fund offers plenty of latitude

PMs can invest across range of asset classes, ramp up on leverage

Barclays adds six advisers to U.S. wealth management team
NEWS WIREHOUSES JUL 08, 2011
Barclays adds six advisers to U.S. wealth management team

Barclays Wealth continues to lure advisers focused on ultrahigh-net-worth individuals, announcing six new hires in three East Coast markets.

More pink slips at MSSB? Firm aims to pare costs with adviser cull, tech integration
NEWS WIREHOUSES JUL 07, 2011
More pink slips at MSSB? Firm aims to pare costs with adviser cull, tech integration

Bank may cut headcount at its brokerage beyond previously announced targets; underwhelming first quarter

NEWS WIREHOUSES JUN 29, 2011
Reps face belt-tightening at MSSB

NEWS INDUSTRY NEWS JUN 28, 2011
It's never too early

You're never too young to start learning about money and how to manage it

NEWS WIREHOUSES JUN 23, 2011
Grumbling herd complains about cross-selling

Whether Sallie Krawcheck's (pictured) Merrill Lynch brokers and Bank of America bankers can live happily ever after — and produce greater profits as a result of their marriage — is being put to the test at the nation's largest financial institution