There are 2 older and 7 younger executives at Macquarie/First Trust Global Infra/Util Dividend & Income Fd. Macquarie/First Trust Global Infra/Util Dividend & Income Fd executives and other stock owners filed with the SEC include: By Some clients shift into “survival mode,” according to Financial Planning's latest Financial Wellness Report. By
But that said, his optimism was infectious. He is on the Board of Directors at Wheaton College (Illinois). Mr. James A. Bowen is a Chief Executive Officer at First Trust Advisors LP, a Chairman at BondWave LLC, a Chairman of the Board at Stonebridge Advisors LLC, a Chief Executive Officer at First Trust Portfolios LP and a President at The Charger Corp. See James Allen Bowen's compensation, career history, education, & memberships. It reinvented commodity ETFs. Track performance, allocation, dividends, and risks Former senior editor, Bowen grew up in Clayton-le-Moors, Lancashire, and went to Accrington Grammar School.In his early adulthood, he became a teacher, and took part in local dramatic groups.
We want to be very clear to the investment advisors and financial advisors that we are partners not competitors,” Issakainen says.Beyond its continuing mastery of retail advisor distribution, the company’s plans going forward are to innovate, with products in niches away from the fee war. It houses the world’s best performing ETF the past 10 years: FDN, which has delivered an incredible annualised average return of 22%.The company generates $475 million in ETF revenue a year, our estimates show, not far behind Vanguard, which makes about $620M a year. “We’re energy independent for the first time in history and we don’t think it’s a big deal.” He showed a picture of the first tanker leaving the port of Corpus Christi full of crude oil in December 2015.
Unsubscribe at any time. He eventually devoted himself to comedy full-time, having been influenced by Ken Dodd, and first appeared on television in The Comedians.This led to other television work during the 1970s. First Trust Advisors L.P. operates as an investment advisory firm. By If clients “looked just three months ago, these numbers would be glaringly different,” an expert says. As of 14 August 2019 he still owns at least James Bowen is 64, he's been the Chairman of the Board and Trustee of First Trust Enhanced Equity Income Fund since 2011. Jim Bowen with his wife Phyliss (Picture: Tony Spencer) The pair had two children, Susan and Peter and were married for 59 years at the time of his death. By
Vanguard, the primary offender, has sworn to bring advisor fees “down to index fund levels”. Professionals can spend years working in the ETF industry without knowing First Trust exists.Given the paucity of public information, outsiders – or nosey journalists – looking to find basic information on First Trust (like who owns it) have to trawl through SEC filings.However, these facts, together with the company’s staggering growth the past ten years, suggest that Bowen could be the richest man in the ETF industry, with a personal net worth well into the billions.Much of First Trust’s success owes to its willingness to avoid – and even ignore – the fee war.The company has 141 ETFs, of which only one has a fee less than 40 basis points. He is responsible for the strategic direction of the firms and putting teams in place to meet the many demands of the marketplace with the products and services the firms offer.
It was one of the first ETF providers to offer smart beta funds. On topic after topic he showed that life in the U.S. has greatly improved in just the past 30 years – including a significant decline in cancer deaths, he cited in a somber moment.And yet, as he continually asked, where are the parades and the cheers? He is the Chairman of the Board of the First Trust Funds and Chief Executive Officer of First Trust Advisors and First Trust Portfolios L.P. Until January 23, 2012, he served as President and Chief Executive Officer of the First Trust Funds. They want to be able to speak to end-investors and retail buyers. There is no intention to be secretive.Every American ETF provider tries as much as possible to hawk their wares to financial advisors.
(Vanguard, it must be said, runs a “revenue neutral” operation and does not try to be profitable).Despite its achievements, the Wheaton, Illinois, based company is very private, almost secretive.
James Allen Bowen is Chairman/Investment Advisor at Bondwave LLC.
The U.S. used to be the largest importer of energy, he says, and now we’re three years away from being largest exporter. It reinvented commodity ETFs.
People smiled as they left and talked about the presentation later that day. Its investment objective is to provide a high level of current income and gains and, to a lesser extent, capital appreciation. Conventional industry wisdom states that fees need to be low, as advisors like low fees. They see the media, internet and search engines as a way of getting there.With First Trust, however, the communication lines run only B2B. But given their high fees their profit margins are a multiple of Vanguards. To refute the idea that the U.S. has slipped from its post-World War II economic perch, he notes that with roughly 4.3% of the world population, we generate 24% of the world GDP.