Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Portfolio Managers Are Victims of Bias, Too
By Savita Iyer-AhrestaniAthenaInvest CEO C. Thomas Howard believes that forgetting what he owns once hes bought it is the only way to completely remove emotion from investing.
February 21, 2014
Risks from asset managers to get more SEC scrutinyThe SEC is considering an increase in its oversight of the risk posed by large asset managers such as Blackrock.
February 20, 2014
Dealing with blended family issuesMost estate plans assume a simple, linear movement from generation to generation, but the reality is more complicated.
February 20, 2014
Dealing with blended family issuesMost estate plans assume a simple, linear movement from generation to generation, but the reality is more complicated.
February 19, 2014
Top 1% of plans hold more than 71% of all 401(k) assetsAny shifts in investments for a small number of plans could have an impact on every aspect of the market.
February 14, 2014
How to Invest in Mortgages for Total Returns (Not Speculation)Buying whole mortgages is a complicated investment strategy that some asset managers are trying to make simpler.
February 13, 2014
Global AUM to Top $100 Trillion by 2020Global assets under management are expected to be about $102 trillion by 2020, with about half of those assets held in North America, according to PwC.
February 11, 2014
7 Steps to Successfully Manage Tangible AssetsHeres how to get your HNW clients to act to protect tangible assets like fine art and classic cars as they do their financial assets.