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 Portfolio Products: Ex-Russell Managers Launch Boutique Firm; MassMutual Changes Funds
By Marlene Y. SatterDreyfus names Barris sole portfolio manager for High Yield Strategies fund; and Advisors Asset Management portfolio hits milestone with its dividend UIT.
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.
July 12, 2011
Envestnet, ByAllAccounts Partner on Data AggregationA partnership between Envestnet and NyAllAccounts aims to streamline administrative tasks to help advisors grow client wealth.
July 12, 2011
Merrill Moving to Align Pay to HNW Focus for FAsChanges to the incentive grid would reportedly give extra rewards to teams and advisors with fewer but higher-net-worth clients.
July 06, 2011
Growth of ETFs Cuts Into Advisor Use of Outside Asset Managers: CerulliA new report by Cerulli Associates has found that advisors are using fewer asset managers in their practices—with the growth of ETFs contributing to this trend.
July 05, 2011
Dodd-Frank: Securitization Group Speaks Up for "Esoteric" AssetsAny new federal credit risk retention regulations should accommodate the needs of players in niche securitization sectors, according to the American Securitization Forum.
July 05, 2011
Stock Correlations Rise: Implications for Wealth ManagersManagers focused on fundamentals feel pulse of stock correlations.
June 29, 2011
Equities as Inflation Hedge? What the Data Actually ShowsA strategy for rethinking conventional wisdom on allocating to equities during short-term inflation bouts.