Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Why asset allocation is important
By Lloyd LoftonDont only focus on your clients finances, start with their goals.
September 23, 2012
The Ins & Outs of Using Managed FuturesThe Barclay Commodity Trading Advisor Index may be one option for advisors and clients.
September 20, 2012
Why Risk Parity Matters Now More Than EverA longer view of how equity and bond markets perform provides a compelling argument for targeting a consistent level of portfolio volatility.
September 17, 2012
The Top Wealth Managers 2012 Profiles: No. 1—Treasury Partners/HighTowerAt No. 1 on the list of Top Wealth Managers: Treasury Partners/HighTower, an independent firm within a firm.
September 17, 2012
Dietrich Pension Risk Transfer Index risesImproved funding and wider annuity spreads pushed the September index over the previous month.
September 13, 2012
Sammons Annuity, IRA Use Asset Allocation Model to Simplify Fund SelectionSammons Retirement Solutions held a Web seminar on Thursday discussing two new products launched in February.
September 13, 2012
The Top Wealth Managers 2012 Profiles: No. 3—SCS Financial Services LLCAt No. 3 on the list of Top Wealth Managers: SCS Financial Services, a 10-year-old firm with a lofty goal.
September 11, 2012
The Top Wealth Managers 2012 Profiles: No. 5—Central Registered Investment AdvisorsAt No. 5 on the list of Top Wealth Managers: Central Registered Investment Advisors, providing a level of comfort for its client base.