Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
SS&C Buys Advent Software for $2.7 Billion
By Janet LevauxGrowth in the RIA space is a key motivator of the deal, says Advent CEO Pete Hess.
January 29, 2015
Asset Managers ‘No Longer Playing Defense’: CerulliFirms are solidly out of financial crisis mode and are looking to hire sales staff and develop new products, Cerulli finds.
January 26, 2015
Alternative assets up by $690B through 2H 2014 [infographic]Improving valuations have been a primary driver of asset growth in alternative investments, the report notes.
January 26, 2015
Alternative assets up by $690B through 2H 2014 [infographic]Improving valuations have been a primary driver of asset growth in alternative investments, the report notes.
January 16, 2015
Schwab Posts Record '14 Profits, Sales; New Client Assets Hit $124.8 BillionNet income was up 23% for year to $1.3 billion on 11% rise in revenues to $6.1 billion; client assets up 10% to $2.46 trillion.
January 16, 2015
529 prepaid plans assets edge down in 3Q 2014 [charts]Prepaid 529 plan assets dipped two percent in the third quarter of 2014.
January 14, 2015
5 Muni Bond Trends to Make 2015 ‘Year of Transition to Active Management’MacKay Municipal Managers released their views and insights for the municipal market, projecting the top five muni bond trends for 2015.
January 07, 2015
What to expect when expecting... an inheritanceThe largest transfer of wealth in history ($59 trillion) will change hands over the next four decades, but heirs will lose, spend or donate half of it.