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
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NEWS INDUSTRY NEWS AUG 20, 2014
An investment account with a money-back guarantee?

Joining Schwab in trying to soothe unhappy clients, TD Ameritrade offers full refunds of fees to new managed-account customers whose investment portfolios decline in value.

NEWS RIAS AUG 20, 2014
Organic growth is key to $4.8B firm's success

INVESTING MUTUAL FUNDS AUG 20, 2014
Fidelity has lowest-cost target date funds, edging out Vanguard

But low fees don't necessarily translate into better performance.

INVESTING MUTUAL FUNDS AUG 19, 2014
Fidelity assets flowing to lower-cost trusts

Facing pressure to move retirement-plan clients to investment vehicles with dramatically lower fees, the fund giant is moving assets to new trusts.

INVESTING MUTUAL FUNDS AUG 19, 2014
What's the reason for all the fund outflows at Fidelity?

More Fidelity stock funds are suffering withdrawals than adding money this year. What gives?

INVESTING FIXED INCOME AUG 19, 2014
Vanguard, Eaton Vance chart diverging paths on interest rate risk

With rates set to rise, industry is at odds over risks faced by investors in the bond market

INVESTING FIXED INCOME AUG 19, 2014
Safe go-anywhere funds starting to mirror volatile asset classes

Advisers who turn to “unconstrained” managers to diversify risk find lower-credit issuers and stock-like instability.

INVESTING ETFS AUG 18, 2014
iShares and Pimco to shut 22 ETFs

The funds include iShares' target-date lineup and Pimco's foreign-bond trackers.

INVESTING MUTUAL FUNDS AUG 18, 2014
Is Vanguard hiding behind low-cost structure to evade taxes?

A former lawyer for the firm has filed a lawsuit alleging the company avoided about $1 billion in taxes over 10 years

YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 15, 2014
Lack of female advisers and female clients goes hand in hand

An <i>InvestmentNews</i> survey of 377 advisers finds that attracting female clients is more difficult without female advisers.