Trevor Hunnicutt

Trevor Hunnicutt looks at a lot of charts and reports on fund flows as a reporter covering asset management for financial advisers. But he’s not all fun and games. From time to time you might also find the seafood aficionado shucking oysters on the waterfront in Brooklyn.

Trevor Hunnicutt
Displaying 533 results
INVESTING EQUITIES APR 07, 2015
Even outside U.S., passive investments widen share of sales over active

Gap between active and passive funds in international equities reaches highest level since financial crisis.

Vanguard digital advice platform gives investors choice on active vs. passive
RETIREMENT RETIREMENT PLANNING APR 07, 2015
Vanguard digital advice platform gives investors choice on active vs. passive

Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.

Money market reforms force advisers to rethink risk
INVESTING MUTUAL FUNDS APR 07, 2015
Money market reforms force advisers to rethink risk

SEC Chairwoman Mary Jo White said reforms would “fundamentally change” funds. She was right.

Focus Financial invests in $600 million wealth manager
NEWS RIAS APR 05, 2015
Focus Financial invests in $600 million wealth manager

Deal comes amid slowdown for large investors in financial advisory firms.

INVESTING ETFS MAR 30, 2015
Columbia Threadneedle Investments files with the SEC for NextShares and index funds

Ameriprise Financial's asset management subsidiary signals a desire to significantly expand its presence in the exchange-traded fund market, as well as license Eaton Vance's mutual fund/ETF hybrid structure.

Vanguard snubs outsiders in digital advice
NEWS INDUSTRY NEWS MAR 30, 2015
Vanguard snubs outsiders in digital advice

As firms like Schwab and Vanguard build more online portfolios, money managers face an 'open architecture' question.

TIAA-CREF manages Lipper award 'three-peat'
NEWS INDUSTRY NEWS MAR 24, 2015
TIAA-CREF manages Lipper award 'three-peat'

Retirement-oriented managers take top awards; other victors include American Funds, Oakmark and Lord Abbett.

INVESTING MUTUAL FUNDS MAR 24, 2015
IndexIQ deal propels MainStay brand into ETFs

Partnership could bring more alternative ETFs to advisers.

INVESTING ETFS MAR 23, 2015
Virtus drops F-Squared as fund manager

Loss of linchpin backer adds to F-Squared's struggle following admissions it misled investors on performance.

Ex-F-Squared CEO's conduct 'did not cause loss or harm to anyone': lawyers
YOUR PRACTICE PRACTICE MANAGEMENT MAR 23, 2015
Ex-F-Squared CEO's conduct 'did not cause loss or harm to anyone': lawyers

Howard B. Present “acted in good faith” when he led F-Squared Investments, the firm that said it misled clients about its investing track record during his tenure, lawyers for the former executive said in court filings.