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
YOUR PRACTICE FINTECH JUN 03, 2014
Small advisory firm walks tall in putting technology to use

No small chore to put together technology to deliver top-notch client reports.

INVESTING ALTERNATIVES JUN 03, 2014
Schorsch spins off new listed REIT to squeeze out more value

American Realty Capital Centers will concentrate on multitenant shopping centers.

YOUR PRACTICE FINTECH MAY 30, 2014
Don't let disruptive technology derail your business

Robo-advisers will “change the way that my business needs to operate,” Fortigent co-founder says.

YOUR PRACTICE FINTECH MAY 30, 2014
Does Vanguard pose a threat to advisers?

The fund giant's online advice platform is viewed by some as a threat, but others see it as complementary. Trevor Hunnicutt reports.

INVESTING MUTUAL FUNDS MAY 29, 2014
Fund managers need a new script for a changing advice business: Consultants

The financial advice business has changed fundamentally, but money managers who depend on advisers for nearly a third of their revenue are stuck in the past.

NEWS RIAS MAY 28, 2014
To compete with robo-advisers, Nally proposes charging clients for all services

The head of TD Ameritrade's RIA custodian says advisers should consider fee linked to wealth beyond stocks and bonds

INVESTING EQUITIES MAY 27, 2014
Outcomes making fund management a hard-knock life

In this Take Five interview, Columbia Management's global CIO says outcomes are more than a buzzword and investors expect more than performance.

NEWS BROKER DEALERS MAY 20, 2014
Finra fines Berthel Fisher $775,000 for compliance failures

Regulator said IBD didn't adequately train or supervise brokers selling alternative investments and nontraditional ETFs .

NEWS RIAS MAY 16, 2014
Finra seeks to beef up use of BrokerCheck

Revives proposal that would require brokerages to link to regulator's database, including disciplinary background info.

NEWS WIREHOUSES MAY 14, 2014
Scion remembers Mother Merrill on her 100th anniversary

Win Smith Jr. says Wall Street has a long way to go before it can restore the public trust.