Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Meet the $2T Exec Behind PIMCO’s Turnaround
By Oliver Suess, Sarah JonesJackie Hunt doesnt take credit for the companys first net inflows since 2013 exactly the response youd expect from an accountant.
January 18, 2017
Schwab, TD Ameritrade Post Strong Q4 Earnings as New Accounts, Assets SoarAssets in proprietary Schwab ETFs rose more than 50% from last year to $62 billion.
January 11, 2017
Advisors, Data Is Your ProductData has big implications for investment managers who need to achieve critical mass in order to be profitable and grow their businesses to sustainable levels.
January 05, 2017
Fund Flows in 2016 Break Records, Again: SSGAAssets rose 16% above the earlier record, but two fund groups stalled as investors withdrew their holdings.
January 04, 2017
Protecting clients’ portfolio assets with a reverse mortgageThanks to increased regulation and consumer scrutiny, reverse mortgages have come a long way.
January 04, 2017
Protecting clients’ portfolio assets with a reverse mortgageThanks to increased regulation and consumer scrutiny, reverse mortgages have come a long way.
December 22, 2016
Human Behavior + Computational Ease: Enter the Age of AgilityIts wrong to think quant = technical and discretionary = fundamental. So what's the most efficient way to run an investment model?
December 13, 2016
Envestnet Tamarac Adds Tool for Full Asset, Liabilities ReportingThe technology lets advisors bring in data on credit cards, mortgages, loans, art collections and more.