Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
MetLife Fills Reverse Mortgage Void to Hedge Against Insurance Industry Contraction
By John SullivanMetLife is taking full advantage of the recent decisions by Wells Fargo and Bank of America to leave the reverse mortgage market. But industry watchers are wondering why.
June 01, 2011
Top Wealth Managers: Clients, Revenues and Assets UpAdvisorOne’s Top Wealth Managers Annual Survey indicates a positive prognosis for independent RIAs.
May 24, 2011
MWA: BOLI Holdings Climb 5.8%U.S. bank-owned life insurance assets increased 5.8% in 2010, to about $142 billion.
May 24, 2011
Deer in the Headlights: IRA Asset Allocations, 2008A new analysis of 2008 individual retirement account asset allocations shows that older workers and retirees were not much better prepared for market downturns than younger workers.
May 24, 2011
Advisor First Steps in Constructing Capital Market AssumptionsA shopping list advisors can use to test any capital markets assumptions modeling tool.
May 23, 2011
MWA: BOLI Holdings Climb 5.8%U.S. bank-owned life insurance assets increased 5.8% in 2010, to about $142 billion.
May 23, 2011
Risk Management and Due Diligence Can Set Your Firm ApartBolster your fiduciary process with oversight practices that strengthen your service to clients.