Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
What Advisors Need to Know About Factor-Based ETFs
By Dan DraperIn order to explain the potential advantages and risks to clients, advisors need to understand how factor-based models differ from typical buy-and-hold approaches.
August 16, 2016
Watchdog says CO-OP managers fumbled asset recovery ballCMS might have a harder time getting money back from failed carriers, officials say.
August 10, 2016
TDF Providers Should Offer More Than One Series: CerulliTarget-date fund providers should offer more than one series of TDFs to meet the myriad needs of DC plan providers, Cerulli says.
August 05, 2016
Another Way to Look at Robo-Advisors: The Doctor AnalogyWhen you were sick, wonders Exceed Investments Joe Halpern, have you ever gone to a robo-doctor?
August 03, 2016
Bill Gross Talks Birds, Bees and the Zero BoundAccording to Janus manager Bill Gross, the toughest portfolio questions from investors pale in comparison to sex questions from your kids.
August 01, 2016
CNO says assets hard to value at Platinum-linked insurer trustsThe reinsurer says its assets are backed by its $2.4 billion balance sheet.
July 26, 2016
Asset Managers Gobble Up Smart Beta FirmsThese acquisitions provide another revenue source for acquiring asset managers, and their growing popularity could ultimately result in lower fees.
July 19, 2016
Covered California sees 2017 rates rising 13.2%Plan switchers may be able to cut premiums an average of 1.2 percent.