Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Fund Managers' Outlook for Growth and Profits Is Bleak: Merrill
By Michael S. FischerGlobal fund managers expect near-term secular stagnation, not recession.
December 04, 2018
ETFs Could Open Door to Subadvisory Opportunities: CerulliActive ETFs are growing, Cerulli reports.
November 29, 2018
CITs Thrive as Investors Demand Lower CostsCollective investment trusts have experienced average growth of more than 8% annually for the last five years, Cerulli reports.
November 29, 2018
Independent BDs Outpace All Others for GrowthA Cerulli report says independents' compound annual growth rate over the last five years "nearly doubled the four wirehouses."
November 28, 2018
He Grew Up Wanting to Be a Financial Planner, but Soon Hated ItTo get out of this rut, Mark Matson decided to start his own fee-based RIA firm.
November 18, 2018
How Alt Asset Managers Respond to Evolving Investor DemandsEY survey finds investors want customization and nontraditional exposures.
November 13, 2018
Client Financial Info on One Sheet Is Hit With Clients, Asset-Map SaysWhen Adam Holt, founder of Asset-Map, was an advisor he found that his "clients wanted the Asset-Map religiously."
November 02, 2018
Retail Channels Gobbling Up Bigger Share of AssetsCerulli credits IRA rollovers for an ongoing migration of assets from institutional to retail channels.