Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Peter Mallouk Wants a Few Good Advisors, With No Assets
By Jane Wollman RusoffPeter Mallouk, president of Creative Planning, tells ThinkAdvisor what he looks for in his wealth managers and why brokers need not apply.
July 20, 2017
If You’re an Asset Manager Embracing Change, the Future Is Bright: CerulliThe traditional distribution model is changing and managers must find ways to stay relevant, according to Cerulli.
July 17, 2017
Institutional Investors’ Allocations to Alts Gather SteamU.S. firms dominate ranks of worlds 100 biggest alternative asset managers
July 14, 2017
How RIAs Are Growing Assets as More Clients Withdraw ThemJon Beatty of Schwab Advisor Services tells ThinkAdvisor what sets the fastest growing firms apart.
July 07, 2017
Assets in ETF Managed Portfolios Increased 17.6% in Q1: MorningstarThese portfolios represent one of the fastest-growing segments of the managed-account universe, according to Morningstar.
July 07, 2017
Grantham’s GMO Dissolves International Stock Team as Assets FallA more quant-focused global equity team takes over strategies; GMOs assets under management have fallen steeply in recent years.
July 07, 2017
Cross-Asset Quants Bitten by Fed, Facing Worst Losses in a DecadeCTA funds plunge 5.1% for poorest period since '07; selloff in stocks, bonds worry critics of systematic funds.
July 07, 2017
Natixis Completes First Transaction on Blockchain Platform: Tech RoundupNatixis announced Wednesday that investors have successfully purchased shares on its blockchain-based fund distribution platform, FundsDLT.