Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Asset managers increase sales efforts to RIAs
By Nick ThorntonWhen RIAs were surveyed to gauge their expectations of asset managers and their sales teams, researchers discovered some useful facts.
June 29, 2015
Alternative Assets Will Grow to $15.3 Trillion in Five Years: PwCAUM will grow fastest in the developing world, the study predicts.
June 25, 2015
Morningstar Panelists Agree: On Active vs. Passive, It’s Not Either-OrBut managers from Vanguard, Dodge & Cox and American Funds see a bright future and present for the active management approach.
June 25, 2015
Riskalyze’s New Autopilot Platform Lets Advisors Leave Daily Hassles to the RobotsThe platform handles quotidian tasks so advisors can spend more time fostering relationships, Riskalyze CEO Aaron Klein says.
June 24, 2015
Schwab rolls out robo for RIAsRIAs that custody their clients assets with Charles Schwab now officially have the option of calling themselves Robo advisors.
June 24, 2015
Schwab rolls out robo for RIAsRIAs that custody their clients assets with Charles Schwab now officially have the option of calling themselves Robo advisors.
June 24, 2015
Cash Is No Longer King—and Never Should BeIf your goal is to preserve your wealth, maintaining exposure to the markets is a better option than keeping money in cash.
June 22, 2015
Asset Managers: Want to Win Advisors’ Business? Show Them Your AppAdvisors exposed to asset managers mobile apps, websites and webinars were more likely to consider working with those firms, a Cogent report found.