Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Ouch! 8 Asset Managers Bitten Hard by Outflows
By Janet LevauxSterne Agee releases a report on which firms are seeing the biggest outflows from their mutual funds and ETFs.
June 26, 2013
Your Clients and Their Children: Solutions to Joint Bank AccountsHere are three less risky, more efficient solutions to an aging parent's wish to make bank accounts into joint accounts with their children.
June 20, 2013
Alternatives & Volatility: One Firm’s Winning ApproachHere's how Litman Gregory puts together a multi-manager fund with low risk and impressive returns.
June 20, 2013
Target-Date Funds Shrink in Number, but Popularity Is GrowingBrightScope and Target Date Analytics said in their Popping the Hood VI report that TDF assets are likely to quadruple by 2020.
June 18, 2013
Cerulli: Flexibility is key in choice of managed account programsMost financial advisors say asset allocation choice is important.
June 18, 2013
Cerulli: Flexibility is key in choice of managed account programsMost financial advisors say asset allocation choice is important.
June 11, 2013
JPMorgan, ADP to wind up 180 abandoned DC plansTo date, EBSA says that almost $75 million in distributions have been made under its abandoned plan program
June 07, 2013
Who Will Slay the Index-Investing Dragon?While the proportion of funds that are passively managed is at at an all-time high, alpha seekers should not despair.