Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
CMS tips: How to keep HealthCare.gov from forgetting you
By Allison BellJust keeping your NPN on your client's HealthCare.gov application could take some work.
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.
November 18, 2015
How Raymond James Grabbed a $2.9B Merrill TeamThe long-time Merrill reps say they needed a flexible platform and low-cost funds to compete.
November 18, 2015
Investing in Energy ETPs: The Effect of Contango & BackwardationIt may not be advisable to simply buy-and-hold energy exchange-traded products, but rather as a tactical component of a portfolio.
November 17, 2015
More Than 80% of Fund Managers See December Rate Hike: PollThat's up from October, when only 43% of managers predicted a hike this year, Merrill says.
November 10, 2015
Corporate pension funded status gained in OctoberThe latest Pension Funding Index from consulting and actuarial firm Milliman shows some gains during October, but not much.
November 06, 2015
Cerulli sees 2,500 percent jump in robo assets in next 5 years"Low-minimum, low-cost portfolios, coupled with consumers expanding interest in passive investing will fuel this growth," Cerulli's Tom O'Shea says.