Person

Andrew Rogers

5 articles

Articles tagged "Andrew Rogers"

Charles Biderman: Our shareholders have expressed disappointment that they would now be forced to accept a different investment strategy.

Jun 13, 2016

How Charles Biderman hopes to parlay his 'insane' firing by AdvisorShares from his five-star ETF into a win

TrimTabs' CEO is taking competitve action against the Maryland-based asset manager of $1.1 billion and seeking redemption by luring the investors he served into a startup ETF

Andrew Rogers: Unless they team up with a distribution or sales partner, smaller firms will likely find launching ETFs too big of a financial strain.

Jun 23, 2014

Why most RIAs bent on launching in-house ETFs should swallow hard and start a mutual fund

What makes exchange traded funds so great for consumers can cut the other way if you try to compete with BlackRock

Marty Bicknell: Sales in the wealth division is hand to hand combat, sometimes in the asset manager world, reputation and being on the right platforms drive business on their own.

Feb 10, 2014

The explosive growth to $20 billion AUM of Marty Bicknell's second roll-up-like venture, Montage Investments, and where his $8 billion wealth manager fits in

With admirers saying he takes a page from Warren Buffett, the Mariner Wealth CEO 's side bet on disenfranchised, unappreciated A-grade money managers

Andrew Rogers: It's very hard to launch a large-cap-growth fund. That's not going to go anywhere when you're competing against Vanguard.

Dec 19, 2012

Gemini adds a whopping $5 billion in AUM in 2012 by helping RIAs start and expand mutual funds

The firm has minted 50 new funds this year alone, and they are proving catnip to advisors who want to limit volatility for their clients

Andrew Rogers: A robust sales function is also crucial to an advisor's successful fund launch.

Oct 6, 2011

Why many RIAs should start a mutual fund, considering the limitations of SMAs

A little daunting, sure, but advisors - especially ones geared to serving the mass affluent - will find the extra effort worth it

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Andrew Rogers

Articles tagged "Andrew Rogers"

How Charles Biderman hopes to parlay his 'insane' firing by AdvisorShares from his five-star ETF into a win

Why most RIAs bent on launching in-house ETFs should swallow hard and start a mutual fund

The explosive growth to $20 billion AUM of Marty Bicknell's second roll-up-like venture, Montage Investments, and where his $8 billion wealth manager fits in

Gemini adds a whopping $5 billion in AUM in 2012 by helping RIAs start and expand mutual funds

Why many RIAs should start a mutual fund, considering the limitations of SMAs

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