Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Dealing with blended family issues
By Tom NawrockiMost estate plans assume a simple, linear movement from generation to generation, but the reality is more complicated.
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.
February 11, 2014
LPL Beats Q4 Estimates, Drops Bank PlansThe IBD improves its net income by 20%, but its profit margin is hurt by weak cash-sweep results.
January 31, 2014
Top 10 IRA Rollover DestinationsAffluent investors are expected to roll over about $280 billion into IRAs this year. Where is that money going?
January 30, 2014
QE Like a Failing Antibiotic: AEI EconomistAmerican Enterprise Institute's John Makin explains why, amid tapering by the Fed, good economic news could actually cause the stock market to fall.
January 28, 2014
$280B likely headed to rollover IRAs in 2014Investors who are likely to roll assets say their top criteria when selecting a Rollover IRA provider are low fees and expenses.
January 27, 2014
Investors Working With Multiple ProsA recent Cerulli report on retail investors finds that clients are working with an average of 3.6 financial professionals. That figure jumps to 4.2 and…