Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Cerulli Sees 2,500% Jump in Robo Assets in Next 5 Years
By Bernice Napach"Low-minimum, low-cost portfolios, coupled with consumers expanding interest in passive investing will fuel this growth," Cerulli's Tom O'Shea says.
October 29, 2015
Q3 ETF Assets Up 7.2% From Year Ago: BroadridgeDuring the same period, long-term mutual fund assets from third-party distributors declined by $156 billion, or 2%.
October 27, 2015
TD Ameritrade Meets Q3 Earnings Expectations, Boosts SalesThe brokerage firm now has about $667 billion of client assets, $156 billion of which are in fee-based accounts.
October 21, 2015
8 of the worst kinds of bossesBad bosses are, unfortunately, more common than anyone would like. One silver lining, perhaps, is that they are easy to identify.
October 16, 2015
Among Affluent, Millennials Have More Assets Than Gen X: CogentA Cogent Reports webinar on Thursday provided a look at affluent investors, particularly millennials, and how they invest.
October 13, 2015
What's after annual performance reviews? Never-ending performance reviewsThe trend is morphing from doing an annual review to a series of on-going conversations about performance.
October 02, 2015
Top 5 Mutual Fund Websites for Advisors: KasinaThe market analytics company ranks websites based on content, quality, usability and personalization capabilities.
October 01, 2015
Coming Soon to RIAs: More Sales Calls From Asset ManagersMore than 6 in 10 asset managers have a sales force dedicated to RIAs, up from less than half last year, reported kasina.