Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Lucky 13? For These SMA Managers, Luck Had Nothing to Do With Their Success
By James J. GreenAdvisors want managers who stick to their investment process and perform as advertised, regardless of the market cycle.
April 21, 2017
3 DOL Fiduciary Takeaways From Morgan Stanley’s Q1 EarningsCFO Pruzan outlines the impact the new fiduciary rule is having on the firm's sales, recruiting, margins and costs.
April 20, 2017
Raymond James to Buy $27B Asset ManagersScout Investments and Reams will join Carillon Tower Advisers, which recently expanded its sales and distribution team.
April 10, 2017
Wells Fargo Claws Back $28M More From Ex-CEOFormer-retail bank head Tolstedt forfeits $47 million in options; directors issue 113-page report on bogus customer accounts.
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.