Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Clean Shares Are a Work in Progress: Morningstar
By Melanie WaddellDOL needs to understand this is a new idea, and we are still coming to a consensus on what clean shares mean," said Morningstar's Szapiro.
September 18, 2017
Will Bitcoin Ever Be a Fiduciary Asset?Technical intricacies aside, Bitcoin has some interesting properties. For one, it is more closely correlated with the S&P 500 than you might think.
September 15, 2017
Advisors Need to Up Their Game on Client Reporting: SS&CA survey by SS&C Technologies Holdings found that tech investment is lagging when it comes to reporting information to clients.
September 12, 2017
Bill Miller’s Investing Strategy, According to His SonThe son and co-manager of the legendary contarian investor tells Thinkadvisor about his father's investing process and why he likes malls and local newspapers.
August 30, 2017
How Active Managers Can Get Their Groove BackRather than fearmongering, they may want to consider playing a supporting role to passive funds.
August 24, 2017
How Wall Street Gets Rich Off SaversA recent study on investment consultants to retirement plans should give the industry pause.
August 16, 2017
Evaluating a Digital Advice Solution at Your FirmDigital advice can help firms who are seeking an engaging, efficient, and scalable way to serve smaller accounts and high-potential clients that can grow assets over time, or increase advisor productivity.
August 15, 2017
New White-Label ETF Platform Helps US Managers Build Presence in EuropeThe platform, HANetf, was launched by two experienced ETF startup founders.