Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Honoring Investment Managers Who Shine in Rainy and Sunny Times
By James J. GreenWhen advisors outsource their investment management, the strategists they employ should post healthy performance numbers.
April 30, 2015
How fund managers take a yearly cut of your savingsPart of that cut pays for the funds administrative and marketing expenses. But part is simply called a management fee.
April 29, 2015
Investors Increasingly Have More Than One Advisor: Hearts & WalletsAbout a third of investors added a new relationship with a financial services provider last year, according to a report from Hearts & Wallets.
April 28, 2015
What Do Gundlach and Goldman Really Think of Advisors?A conversation between two asset managers, Jeffrey Gundlach and Goldman's Kent Clark, had some revealing takeaways for advisors listening closely enough.
April 24, 2015
Many older Americans die with littleAbout 9 percent of people 85 or older died in debt (beyond mortgage debt), a recent study found.
April 24, 2015
Many older Americans die with littleAbout 9 percent of people 85 or older died in debt (beyond mortgage debt), a recent study found.
April 23, 2015
Many Older Americans Die With Little MoneySingles and people who died relatively young were the most likely to die with no assets, according to an EBRI study.
April 23, 2015
Honoring SMA Managers Who Shine in Rainy and Sunny TimesFinalists for the 11th annual SMA Managers of the Year awards are listed here; winners will be announced at Envestnet Advisor Summit in May.