Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
EBSA Amends Prohibited Transaction Exemption
By Staff WriterThe U.S Department of Labor's Employee Benefits Security Administration has unveiled a final amendment to a prohibited transaction exemption.
March 28, 2011
Investment Managers Expect Volatile, Bumpy Recovery: Towers WatsonInvestment managers expect recovery to be volatile, according to a report released in March from Towers Watson.
March 28, 2011
Look at Both Sides of Retiring Clients' Balance SheetsMany financial advisors take, I believe, too narrow a view of their retiring clients’ finances to give them the most effective advice.
March 28, 2011
Affluent Investors’ Confidence Slowly Rebounds, but Loyalty to Advisors in FluxMany affluent investors are still risk averse and not confident about reaching their financial goals despite the significant rise in equity markets since September 2008, according to a new survey by Northstar/Sullivan.
March 28, 2011
The Perils of Nonqualified 'Top-Hat' Plans: Feinberg v. Rand McNallyThese non-qualified deferred plans are a great way to attract and retain executives, but can also have a big downside, as a recent court case shows.
March 25, 2011
Volatility and Quant Research is Basis for Stutland Volatility FundsJoint venture brings Sabrient Systems and Stutland Volatility Group together.
March 21, 2011
Risk Index Fell in Q4 2010: GARPGARP released Monday its quarterly Risk Index, which found risk managers around the world are "warily optimistic" about the U.S. economy.
March 21, 2011
Advisors and Investors Not in Sync on Risk, Equities & MoreA survey released by MFS finds big differences between FAs and their clients.