Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
3 DOL Fiduciary Takeaways From Morgan Stanley’s Q1 Earnings
By Janet LevauxCFO Pruzan outlines the impact the new fiduciary rule is having on the firm's sales, recruiting, margins and costs.
April 09, 2017
RIAs Now the Biggest Driver of ETF Asset Growth: BroadridgeA new report says fee-based RIAs have replaced institutional investors as the leading force behind the growing demand for ETFs.
April 05, 2017
How to Put Evidence-Based Investing Into PracticeEBI offers a way to answer investment questions in a systematic, analytical, and scientific manner in the four staight-forward steps.
April 03, 2017
Wealth Managers Using Tech to Catch Massive Asset WaveThere is an incremental increase of approximately $30 trillion in assets about to come online a massive growth curve heading wealth managers way.
March 15, 2017
Active Managers’ Struggle to Maintain AssetsActive managers are fighting to stem the tide of outflows, mobilizing resources to make the case for continued relevance.
March 14, 2017
Will Schwab’s New Hybrid Platform Steal Clients From Schwab RIAs?Schwab's new robo-human Intelligent Advisory platform could lure clients away, argues one recruiter, while another disagrees.
March 03, 2017
Asset Managers Struggle With Outflows, Fee CompressionThe growing popularity of passive funds and poor performance of some active managers are buffeting the industry, according to a quarterly update from Moody's.
March 03, 2017
5 Ways ‘Passive’ Investing Is Actually Quite ActiveIn the end, what is the so-called passive investing trend really all about? Lower costs.