Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Top Portfolio Products: Vanguard Reopens Fund, Shifts Managers
By Marlene Y. SatterForethought Life Insurance launches retirement business development department.
December 31, 2015
401(k)s Keep Getting CheaperThe average expense ratio for mutual funds in 401(k)s is down 20 points from 2009, BrightScope and ICI found.
December 11, 2015
Are Precious Metals Still ‘Precious’?Here's why precious metals should not be used as "safe money" in a client's portfolio, according to Ron DeLegge.
December 10, 2015
CMS tips: How to keep HealthCare.gov from forgetting youJust keeping your NPN on your client's HealthCare.gov application could take some work.
December 10, 2015
House Republicans to HealthCare.gov: Make Oregon, Nevada pay youTwo states may get to keep issuer user fee revenue for a year, lawmakers say.
December 03, 2015
For Advisors, This Year’s Disruptors Will Likely Be Next Year’s Standards: CogentFor one thing, robo-advisors are "no longer new or emerging," says Julia Johnston-Ketterer of Cogent Reports.
December 01, 2015
Vanguard’s Gain Is Wall Street’s Pain as Billions Leave Financial IndustryWhile Washington has long been debating how to reform big Wall Street banks, Vanguard Group is quietly doing just that.
November 25, 2015
Donor-Advised Fund Juggernaut Continues to Dominate Charitable GivingHowever you measure their growth, donor-advised funds as charitable giving vehicles are on a roll.