Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
CITs Thrive as Investors Demand Lower Costs
By Marlene SatterCollective investment trusts have experienced average growth of more than 8% annually for the last five years, Cerulli reports.
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.
October 31, 2018
Big Fund Managers Eat Midsize Managers' Market SharePrudential is the only U.S. based life insurer anywhere near the top.
October 26, 2018
Alt Assets on Track to Increase 59% by 2023: PreqinThe number of fund management firms active globally will grow by 21% over the next five years to 34,000, Preqin predicts.
October 23, 2018
LPL Drops Asset Minimum for New Reps, But ...Advisors looking to join the firm's hybrid RIA and bringing less than $25 million will be charged up to 5 basis points.
October 16, 2018
Managed Accounts Growing More Attractive in DC Plan Market: CerulliTotal assets more than doubled from 2012 to 2017, Cerulli reports.