The Assets: Portfolio management

Announcing the 2022 Financial Advisor IQ Service Award Winners

September 29, 2022No Comments

Nearly 750 advisors across channels weighed in to tell us which asset managers and retirement plan providers they value most. Meet the winners.

A Look at Large Managers

September 29, 2022No Comments

Meet the large managers that were recipients of Financial Advisor IQ service awards in 2022.

Mid-size Managers: Measuring Up

September 29, 2022No Comments

Mid-size managers that were recipients of Financial Advisor IQ service awards in 2022.

Small, but Mighty, Managers

September 29, 2022No Comments

These managers punch above their weight, earning them Financial Advisor IQ service awards in 2022.

Retirement Industry Leaders

September 29, 2022No Comments

Meet the recordkeepers, target date fund providers and Erisa law firms advisors rate as their best business partners in 2022.

Cash-Like ETFs Shine Amid Fed Rate Hikes

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There’s a strategic reason to curtail duration in a broader bond portfolio, all the way down to cash-like ultrashort bonds, depending on where one thinks the Fed is going with rates.

Methodology Matters in ESG Due Diligence: Nuveen

September 29, 2022No Comments

Advisors and home offices want to understand how firms integrate environmental, social and governance factors into their index methodologies, says Nuveen's Jordan Farris.

Announcing the 2022 Financial Advisor IQ Service Award Winners

September 28, 2022No Comments

Nearly 750 advisors across channels weighed in to tell us which asset managers and retirement plan providers they value most. Meet the winners.

Who Voted?

September 28, 2022No Comments

Read our 2022 methodology here.

A Look at Large Managers

September 28, 2022No Comments

Meet the large managers that were recipients of Financial Advisor IQ service awards in 2022.