sponsored by:

Asset Dedication


Company info:

Top Executive: Brent Burns
http://assetdedication.com
866-535-0897
One Lovell Avenue
Mill Valley, CA 94941

RIA department info:

Contact: Brent Burns
(866) 535-0897 Ext. 2

Etcetera:

  • Founded in 2002

Related listings:

Asset Dedication
filed under: Asset Manager for RIAs, RIA Serving Other RIAs


Related articles:

Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.

Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above

Brent Burns counter-dissects the Sanders Wommack vivisection of an article written by experts from LPL and Google
Howard Edelstein: Sometimes, the CEO needs a little help.

BondDesk Group chairman takes on CEO role and shifts focus to wealth management and capital markets

The reshuffle, which brings aboard an ex-MSSB vice chairman, is no prelude to a sale new chief Howard Edelstein insists
Steve Huxley: Gift cards would yield greater efficiency -- but are not nearly as much fun for the giver!

A chief investment strategist asks: Exactly how efficient is holiday gift shopping?

More efficient than buying lunch on the company account by Milton Friedman's reckoning -- but it's better not to think about it Tiffany's counter
Jeremy Fletcher: The cumulative cost to implement Dodd-Frank is estimated at $2.9 billion over five years.

Eavesdropping on a Fitch Solutions event in San Francisco

Concern for the economy runs high but the news isn't all bad
Brent Burns: I don't think I have ever seen conventional wisdom about an investment be so far off from reality.

Should RIAs buy gold now as a hedge?

When the US went off the gold standard in 1971, things changed
Kim Bang: The fixed-income markets are at a regulatory and competitive inflection point.

Executive leaves Bloomberg with ambitious plan to unify the retail bond market

Kim Bang has experience consolidating securities exchanges and signed on as CEO at BondDesk
Brent Burns: The key to managing the downside is keeping the bond and equity portfolios separate in your client's mind.

What plunging equity prices say about bonds as a hedge for stocks

In a world of sophisticated hedges, the simplest way may still be best
Brent Burns: In a falling interest rate environment, rising prices can mask the added risk of taking bets ... the headwind of rising rates only magnifies them.

Bill Gross' commentary should be taken with a bigger grain of salt in this market

The PIMCO founder is a mutual fund manager and may view the market with a trader's eye
Nevin Freeman: The next decade in advisor tech will see radical new user interfaces that will make typing in a client's address seem like an arcane waste of time.

T3 reflections: Where to watch for the next big advances in RIA technology

Vendors are turning their attention to the part of the software that you see
Joel Bruckenstein and David Drucker welcome 450+ attendees to the official start of conference

T3 Friday Liveblog - updated every two hours - latest: RIA and vendor critiques

First day of official conference sessions kicks off bright and early at 8:00am
Jim Alfred is joining Asset Dedication after stints at Advent Software and Black Diamond

Asset Dedication, Mariner Holdings, California Investment Trust and BondDesk make key hires

Hiring moves by advisory business firms show labor market is picking up
Steven Huxley: Whether or not it is possible to profit from this seasonality has been and will likely continue to be a debated question. Active managers who believe in market timing no doubt try to build seasonal factors into their models.

Should you Christmas-shop the market? It turns out there's a seasonality to finance, too

The last three months of the year historically bring the biggest market gains, but volatility remains high
Steve Huxley: Today, over 4,000 bond funds exist, meaning 97% of all bond fund managers have been enjoying an environment of terrific total returns buoyed by falling rates over the past 30 years.

How interest rates have rolled since the first Thanksgiving and why the 'new normal' under Yellen seems destined to last

The Pilgrims probably paid 12-18% to finance their new lives (lucky for us they took the risk)
The real issue for investors and their financial advisors is not to worry if and when rates will rise, but what are they going to do now that the era of total return bond investing is over?

Why the only thing bigger than the bond bubble is the bubble of bond doom-sayers

Lost in the fear-mongering: It's not fixed income but the way that it's held that can lead to problems
Brent Burns, Stephen Huxley: Since 1927, the probability of rates rising sufficiently fast enough for the [wait-in-cash] decision to be break-even is 11.1%.

The cost of waiting for interest rates to rise

The unforeseen pitfalls of “staying short” with your client’s fixed income allocation
The RIABiz partners are very rarely in the same place at the same time; in fact, this is our first real team photo!

Notes from the RIABiz one-year anniversary party

The spirit of the RIA Business was strong at this backyard event
Andy Gill: Clients understand what they're going to get with purchases of new issues of municipal bonds.

Schwab gives investors seat at the table for new-issue municipal bonds with J.P. Morgan deal (updated)

San Francisco broker answers call of RIAs seeking to better serve retirement-minded Baby Boomers

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