Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
When Stock Appreciates: Rethinking Clients’ GRAT Asset Allocations
By William H. Byrnes, Robert BloinkMany clients who established grantor retained annuity trusts (GRATs) are now experiencing sellers remorseespecially those clients who funded a GRAT with appreciating stock.
April 06, 2015
FolioDynamix Builds on Its Stealthy SuccessCall it the largest company youve never heard of, even though it goes head-to-head with Envestnet and other large industry mainstays.
April 06, 2015
El-Erian: Most of My Money Is in CashEl-Erian tells Orange County Register he's keeping his wealth in cash because most asset prices have been pushed by central banks to very elevated levels."
April 06, 2015
Americans can't stand their bosses, and bosses admit they're phoning it inThe high level of anger could push up absence levels, a workplace management analyst says.
March 31, 2015
Fight over high-cost drugs to intensify after Catamaran dealThe PBMs' next big cost-control targets could be new cholesterol control drugs.
March 19, 2015
How Investors and Managers See the Hedge Fund IndustryInstitutional investors have become a dominant force in the global hedge fund industry, and their priorities are reshaping the sector and forcing managers to bolster operations.
March 16, 2015
For Product Providers, Wirehouses Still Rule: CerulliThough wirehouses' market share is declining, they still hold the biggest share of assets, so product providers must adapt to their changing needs, Cerulli says.
March 11, 2015
Emerging wealthy aren’t at all like current millionaires. Or are they?A more ethnically and gender-diverse group of wealthy Americans wants what todays wealthy want, but arent sure advisors want them.