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
NEWS BROKER DEALERS MAR 12, 2014
HighTower grabs Merrill Lynch adviser managing $320M

Laurie C. Kamhi is breaking away from Merrill Lynch Wealth Management's Private Banking and Investment Group, where she managed $320 million for well-heeled clients and institutions.

NEWS INDUSTRY NEWS MAR 05, 2014
Beware: Pyramid scheme promoted through Facebook, Twitter

Regulator clamps down on overseas firm that had bilked $300,000 from 15 U.S. investors

NEWS BROKER DEALERS MAR 04, 2014
Top executive to depart Wells Fargo Financial Network

Outgoing regional director Ron Sallet had talks with Dynasty, sources say.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 04, 2014
Advisers still leaving wirehouses but there's no exodus

Strong profits from asset fees and potential regulatory changes are keeping most wirehouse reps in their seats, as the firms have mostly maintained their adviser forces since the third quarter of 2011.<br><i>(Plus: <a href=&quot;http://www.investmentnews.com/article/20131031/FREE/131039980&quot;>Wall Street's pay gloom</a>)</i>

NEWS WIREHOUSES MAR 04, 2014
Morgan Stanley suffers big client asset loss in 3Q as advisers split

Morgan Stanley suffered $8.4B in client asset losses in the third quarter as big advisers split. The wirehouse says attrition is near record lows but some disagree.

NEWS RIAS FEB 27, 2014
United Capital holds tight to its purse strings

The firm has not dipped into its $30 million fundraising; early partners continue to hold on.

Finding succession solutions under your nose
NEWS RIAS FEB 27, 2014
Finding succession solutions under your nose

More owners working out deals with junior advisers to take over their practices.

NEWS RIAS FEB 26, 2014
Two teams split Morgan Stanley to go independent

Focus hires $250 million team, on the heels of the departure of $550 million team to Raymond James.

INVESTING EQUITIES FEB 25, 2014
Holding cash and making no excuses

First Eagle's Kimball Brooker Jr. says the stock market is fairly to fully priced but has pockets of opportunity. Still, he's got a 20% cash position and is making no excuses for it.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 25, 2014
J.P. Morgan adds advisers managing more than $3.9B

The eight new hires boost the firm's U.S. wealth management presence