Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Young Investors’ Assets and Loyalty Up for Grabs by Wealth Managers
By Michael S. FischerWith 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.
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.
July 26, 2012
Insider Trading Scandal Fells Nomura ChiefKenichi Watanabe stepped down as head of Japans top investment bank over an insider trading scandal as the bank's internal investigation found a "high possibility" that more cases would emerge.
July 25, 2012
Mix it Up: Why Asset Allocation is ImportantLets start working with our clients with a fresh approach to planning their financial life.
July 19, 2012
S&P Launches TDF Style Index SeriesS&P Dow Jones Indices launched on Thursday an index series to help defined contribution plan sponsors screen and monitor target-date funds.
July 18, 2012
Peregrine CEO faces hearing as jet, wine, condo to be sold (Reuters)Wasendorf confessed last week to embezzling funds from customers since 1993one year after he launched the brokerage firm.
June 29, 2012
Schwab Rolls Out Advisor App for iPhoneThe first version of a new Schwab Advisor Center app for the iPhone will launch now that a successful pilot is complete, Charles Schwab announced Thursday.