Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Gundlach, State Street Launch Total Return ETF
By Janet LevauxThe SPDR DoubleLine Total Return Tactical ETF will include mortgage-backed securities and junk bonds.
February 19, 2015
LPL Beats Q4 Estimates, Tops 14,000 RepsEarnings improved 9% on strong asset growth and RIA-related results, as well as lower compensation costs.
February 18, 2015
The 10 biggest 401(k)sPlans sponsored by aerospace and oil companies make the ranking, as do those in the financial sector.
February 13, 2015
Why Active Managers Fail (and Why You Shouldn’t Fire Them)A white paper from Jeremy Grantham's GMO offers a novel explanation as to what drives manager underperformance.
February 11, 2015
Advisor Headcount Falls 5 Years in a Row: CerulliWhile total numbers fell, RIA and hybrid channels added advisors and are expected to keep growing over the next five years, the research firm says.
February 09, 2015
Soaring Fine Art Values Demand More Frequent AppraisalsFrom an insurance standpoint, sharply rising art values (and fine jewelry, for that matter) call for more appraisals. A little diversification wouldnt hurt, either.
February 06, 2015
3 Misconceptions About Asset ProtectionYou can protect clients' assets from lawsuits and creditors without hidden accounts, secret agreements or fraudulent transfers. But advance planning is critical.
February 05, 2015
FSOC votes to boost transparency of SIFI reviewsMetLife, AIG and Prudential didn't get much warning, but other companies may.