Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
How to find investment income for retired clients
By Ed McCarthy, CFP, RICPIts been years since retirees counted on generous earnings from their portfolios and it could be years before we see significantly higher yields.
August 19, 2014
Attaining investment goals remains top challenge for insurersCerulli estimates that outsourced assets will grow at an annual rate of 7.5 percent over the next five years.
August 15, 2014
Milliman: Corporate pension funded status drops by $5B in JulyThe top 100 DB plans experienced a $3 billion decrease in pension liabilities and an $8 billion decrease in asset value.
August 07, 2014
U.S. Alt Mutual Fund Asset Market Share to Double by 2015: CerulliAlt funds' share of total mutual fund assets is expected to grow to 14% in 10 years from 3% today.
August 06, 2014
Cerulli: Mutual fund alternatives to grow 9 percent in 5 yearsAlternative mutual fund assets are expected to double their share of total mutual fund assets in the next two years.
August 05, 2014
Institutional Investment Managers Beat Retail Managers at Own GameInstitutional managers gained more than their retail-oriented counterparts in the retail market in 2013, Casey Quirk finds.
July 25, 2014
Axel Merk: Time to Take ‘Chips Off the Table’Instability may be the new normal, portfolio manager Axel Merk warns. Is there anywhere safe to hide?
July 22, 2014
TD Ameritrade Trading Down, Profits Up: Q2 EarningsTD Ameritrade quarterly earnings rose 21% from a year ago while trading "went a little south."