Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Medicaid planning & SPIAs
By Russell E. Towers, J.D., CLU, ChFCA short term period certain only single premium immediate annuity can assist some clients qualify for Medicaid benefits while protecting asset values for heirs.
April 15, 2013
Schwab Improves Results but Misses Estimates; Citi Tops Expecations on Strong SalesThe advisor services unit sees strong year-over-year flows and asset improvement.
April 12, 2013
Envestnet to Acquire Prudential Bank Wealth Management UnitThe deal will solidify ENVs presence in the bank channel, CEO Jud Bergman says. The $10 million-plus acquisition adds scale to its platform.
April 01, 2013
Recognizing the Best in Investment Management: the 2013 SMA Managers of the YearAdvisors cant be drawn with a broad brush. Some like to be their own portfolio manager.
March 27, 2013
Cerulli: Distribution needs key factor driving changes among asset managersMore than 8 in 10 asset managers are making organizational changes to better support distribution strategies.
March 27, 2013
Cerulli: Distribution needs key factor driving changes among asset managersMore than 8 in 10 asset managers are making organizational changes to better support distribution strategies.
March 19, 2013
TD Ameritrade Grabs Ex-LPL RecruiterScott Collins will lead recruiting of hybrid and fee-only RIAs. Meanwhile, Wells Fargo says it has added 27 advisors this year, and Morgan Stanley brings in three from UBS.
March 18, 2013
Americans want government to regulate advisorsMore than 80 percent of Americans believe the federal government should regulate financial advisors, new research shows.