Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Top Fund Managers Reveal Investing Opportunities
By John SullivanMorningstars associate director of fund analysis hosted a panel of high-profile fund managers for the general session at the companys annual conference in Chicago.
May 22, 2012
What Are Advisors Doing Wrong? Ask 3 Simple QuestionsThree simple questions are all it takes when evaluating money managers, yet Rupal Bhansali says theyre three questions too often overlooked by advisors and clients alike.
May 22, 2012
Kindred SpiritsIn the nearly 30 years that I have been covering financial advisors, the fundamental problem hasnt changed: Delivering client-centered advice isnt as profitable as selling products.
May 22, 2012
ETF Market Explodes as Asset Managers InnovateThe RIA Group at iShares has seen phenomenal growth, to 100 boutique managers totaling $46 billion in ETF assets this year versus only a few managers with $5.8 billion in assets in 2009.
May 22, 2012
If a Business Owner Dies, Who Can Access the Web? (Wall Street Journal)How man people have access to the company's online accounts? Hint: if it's "one," it's the wrong answer.
May 22, 2012
5 Ways Rich and Famous Can Hide AssetsAttorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind of attention.
May 21, 2012
5 Ways Rich and Famous Can Hide AssetsAttorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind of attention.