Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Big Fund Managers Eat Midsize Managers' Market Share
By Mark GilbertPrudential is the only U.S. based life insurer anywhere near the top.
October 16, 2018
Managed Accounts Growing More Attractive in DC Plan Market: CerulliTotal assets more than doubled from 2012 to 2017, Cerulli reports.
October 08, 2018
Grantor Retained Annuity Trusts Show Up in Times Report on TrumpsA team at the paper has drawn attention to two specific types of GRAT issues.
October 04, 2018
The Big Hole in Estate Plans: Digital AssetsEven the most carefully constructed estate plan often overlooks a client's digital assets. A plan is essential as both state and federal laws can create roadblocks to accessing digital assets
October 04, 2018
Ric Edelman Becomes Investor, Advisor to Crypto Firm Bitwise"There is a technological and financial revolution taking place right now with cryptocurrency that has far-reaching implications," Edelman said.
October 02, 2018
Midterms and Their Aftermath 'Critical' to Market's Direction: LazardThe Lazard Multi-Asset Team discusses recent developments behind the latest changes to the team's market forecast.
October 02, 2018
Martijn Cremers: In Active Management, It's Not the '90s AnymoreA lot can change in the investment world in 20 years — including the conventional wisdom.
September 27, 2018
Stifel Grabs 11 Reps From Wells Fargo, Other Rivals: Recruiting RoundupThe reps have about $850 million in combined assets; Baird adds a mother-son team from Wells Fargo.