Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Emerging wealthy aren’t at all like current millionaires. Or are they?
By James J. GreenA more ethnically and gender-diverse group of wealthy Americans wants what todays wealthy want, but arent sure advisors want them.
March 02, 2015
Why Such Distrust?Financial services continues to be the least trusted industry globally, according to the 2014 Edelman Trust Barometer.
February 26, 2015
Prepaid 529 plan assets up 7.2 percent since 4Q 2013Active accounts for prepaid 529 plans in 4Q 2014 totaled 1,358,907, up 1.37 percent from the year-ago period.
February 25, 2015
Are Investors Biased Against ‘Foreign Sounding’ Money Managers?Study shows funds managed by people with more familiar, American-sounding names bring in about $133,000 more in fees annually.
February 24, 2015
Gundlach, State Street Launch Total Return ETFThe SPDR DoubleLine Total Return Tactical ETF will include mortgage-backed securities and junk bonds.
February 24, 2015
The Real Reason Pensions Rely on Consultants and Past PerformanceNeither picking fund managers with good track records nor taking the advice of investment consultants leads to better performance. So why do pensions do it?
February 19, 2015
Money Manager Candidly Reveals 5 Big Investing MistakesTocqueville Asset Managements Sicart tells shareholders about five mistakes, including one that shaved four percentage points off his portfolios performance, and the lessons he learned.
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.