Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
On a Tear: How Altegris Made Alternatives Pay Off
By John SullivanMaintaining the proper work/family balance aint easy, something Jon Sundt knows firsthand.
August 10, 2012
Cerulli: Custom Target-Date Funds in 401(k)s Expected to Rocket 370% by 2016The Cerulli report pegs the value of custom target-date fund assets in defined contribution plans at $218 billion in 2016, up 370% from the $46.4 billion posted in 2011.
August 02, 2012
Cerulli: Most Asset Managers See Product Differentiation as Key ChallengeOf the registered investment advisors surveyed, 41% say that differentiating their offering in a crowded marketplace is their primary challenge.
August 02, 2012
Cerulli: Most Asset Managers See Product Differentiation as Key ChallengeOf the registered investment advisors surveyed, 41% say that differentiating their offering in a crowded marketplace is their primary challenge.
August 01, 2012
Young Investors’ Assets and Loyalty Up for Grabs by Wealth ManagersWith some $40 trillion expected to transition to younger generations in the U.S. in coming decades, wealth managers must grow their online investing capabilities to lure younger investors, according to a study released Monday.
August 01, 2012
Asian millionaires firing bankers take control of wealth (Bloomberg)A June report from Boston Consulting Group found managers at banks in Asia have full discretion over 4% of clients assetsdown from 7% in 2006.
July 27, 2012
Raymond James Loses a $200M Rep, but Keeps 90% of MK AdvisorsOne recruiter says he is quite "surprised" at the retention level given the competitive compensation environment. Private Client Group President Tash Elwyn was upbeat about the firm's retention efforts.
July 26, 2012
Top Fund Managers Reveal Investment OpportunitiesChairman and CEO Joe Mansueto kicked off Morningstars 2012 Investment Conference in Chicago on June 20 by noting the presence of 1,850 attendees, 75 journalists and 200 exhibitors at this years show.