Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Understanding the Commodity Exposure of MLPs
By Ed McCarthy, CFP, RICPThere are ways to target investing in order to have more or less commodity exposure than the sector’s historical averages
August 02, 2011
Focusing on Volatility: When Risk Management Pays OffA well-managed risk reduction campaign can be effective in limiting downside losses without giving up too much of a client’s prospective upside
August 01, 2011
GAO: PBGC Paid Dearly to Sell LowMoney managers at the Pension Benefit Guaranty Corp. poured money into stock in 2008, yanked money out as prices were plunging, and ran up high transition costs.
August 01, 2011
GAO: PBGC Paid Dearly to Sell LowMoney managers at the Pension Benefit Guaranty Corp. poured money into stock in 2008, yanked money out as prices were plunging, and ran up high transition costs.
August 01, 2011
Top Portfolio Products: Ex-Russell Managers Launch Boutique Firm; MassMutual Changes FundsDreyfus names Barris sole portfolio manager for High Yield Strategies fund; and Advisors Asset Management portfolio hits milestone with its dividend UIT.
July 28, 2011
Asset Managers Turn to Digital MarketingAsset managers are using digital marketing techniques that include such things as microsites, social media, and mobile apps in order to make inroads with RIAs, according to a new report from Financial Research Corp.
July 25, 2011
5 Misconceptions on IRA Rollovers Lead Advisors to Bungle ‘Unique Opportunity’McKinsey study says wealth managers 'failed to mobilize their advisory forces' to offer proper help to clients on rollovers.
July 18, 2011
Q2 Earnings: Schwab's Net Income Meets Estimates on ‘Soft’ TradingNet new assets in advisory accounts up year over year but down from previous quarter.