Dan Jamieson

Dan was Senior Editor at InvestmentNews from 2005 to 2013, before moving on to become Editor at large for Financial Advisor magazine. Check out his video bio here. Connect with him at LinkedIn here.

Dan Jamieson
Displaying 471 results
SEC maximizes performance-based fee minimums
NEWS REGULATION AND LEGISLATION MAR 27, 2012
SEC maximizes performance-based fee minimums

Critics have long claimed that advisers should not be allowed to charge performance-based fees when working with unsophisticated clients. Now, the SEC has weighed in, dramatically increasing the net-worth a client must posses to qualify for such a pricing arrangement.

NEWS RIAS MAR 26, 2012
No-action letter could signal next step for alts custody

NEWS REGULATION AND LEGISLATION MAR 20, 2012
SIFMA, Finra clash over deadbeat brokers

Increasingly, brokerages are being stiffed by ex-reps who were given hefty loans as recruiting incentives. SIFMA wants Finra to write a tougher rule to help battle deadbeat brokers. So far, no dice.

NEWS RIAS MAR 19, 2012
Affiliated Managers Group takes maiden wealth management stake with Veritable deal

The deal is the first wealth management acquisition for AMG, which owns stakes in 27 boutique money managers that have a total of $338 billion under management.

INVESTING FIXED INCOME MAR 16, 2012
Weekend cheer for bond bears

After being dead wrong for years, bond bears are feeling more confident going into the weekend. The Treasury market sold off big this week, taking the benchmark 10-year yield up 26 basis points to 2.29%, a four-month high.

Real story on inflation will soon be told: Arnott
NEWS INDUSTRY NEWS MAR 16, 2012
Real story on inflation will soon be told: Arnott

Inflation appears tame on the surface, but Robert Arnott remains an inflation hawk.

NEWS REGULATION AND LEGISLATION MAR 16, 2012
Jack Herstein: Empowering state securities cops

State securities regulators sometimes must feel like schoolyard weaklings, constantly being picked on by the bigger guys in the political playgrounds of Washington.

Europe a beacon for equity bargain hunters
INVESTING EQUITIES MAR 14, 2012
Europe a beacon for equity bargain hunters

Strength despite Greek woes might indicate that the worst is over

INVESTING FIXED INCOME MAR 13, 2012
INsider: Bond fund bubble now the size of a zeppelin

Morningstar issues warning about 'staggering' inflows into taxable debt funds

Charles Goldman tells indie advisers: 'Wind is at your backs'
NEWS RIAS MAR 12, 2012
Charles Goldman tells indie advisers: 'Wind is at your backs'

Plenty of business for the taking, says ex-head of Schwab Advisor Services; 'a lot of meat on the bone'