Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Sterne to Buy WRP; Baird to Merge with MWR
By Janet LevauxSterne Agee Financial Services says it will buy WRP Investments, which has some 350 independent advisors. “We quickly recognized the unique culture…
April 24, 2014
DC Plan Savers Kept on Saving in 2013; Loans and Withdrawals Stable: ICILess than 3% of defined contribution plan participants stopped contributing to their workplace plans in 2013, according to the Investment Company Institute.
April 21, 2014
Exchange plan grading rules get an incompleteColorado calls for simpler, more meaningul measures.
April 18, 2014
ETFs and the Rise of the Tactical Allocator: 5 QuestionsThe leading tactical asset allocators offer the potential for some good benefits, but make sure you ask these critical questions before investing clients money.
April 17, 2014
Listen Up, Advisors: Only Fire Clients When It Makes SenseYou may have learned about how to fire a client, but not about the most important factors in this decision: hiring and timing.
April 16, 2014
Big Corporate Pensions Take $5B Hit in MarchThe funded status of the 100 biggest corporate DB plans fell by $5 billion in March, as measured by the Milliman 100 Pension Funding Index.
April 15, 2014
10 Richest Foundations Are Still Recovering From RecessionThe 10 wealthiest U.S. foundations are now worth $110 billion, but are still $20 billion below their value in 2007. Only one increased its giving.
April 13, 2014
The curiosity factorDo you know what your prospecting calls and emails are missing? Its the tug of curiosity. These subtle techniques can help you ignite the spark.