Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Deer in the Headlights: IRA Asset Allocations, 2008
By Allison BellA 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 23, 2011
Risk Management and Due Diligence Can Set Your Firm ApartBolster your fiduciary process with oversight practices that strengthen your service to clients.
May 19, 2011
IRA Rollover Contributions Could Total $2 Trillion in 2015: FRCThe Financial Research Corp. announced Wednesday that it expected IRA rollover contributions to total $2 trillion between 2011 and 2015.
May 13, 2011
Milliman: Pension Funds Look HealthierThe funded status of big U.S. defined benefit pension plans has improved in the past year, but the recent drop in interest rates could cause new problems.
May 13, 2011
Eight Things Advisors Need to Know About UMAsCertain questions are critical for advisors to discuss with prospective firms, before leaving a wirehouse or other broker-dealer.
May 13, 2011
Don’t Shun Europe, Say Franklin Templeton Portfolio ManagersEurope’s sovereign debt crisis has created opportunities for U.S. investors, a group of Franklin Templeton portfolio managers said.
May 11, 2011
At Summit Meeting, China to Allow U.S. Asset Managers to Sell Mutual FundsThe second largest economy in world pledges to allow foreign banks to underwrite bonds, sell some insurance products.
May 03, 2011
Treasury Panel: Maybe Public Plans Need New ProductsA U.S. Treasury Department advisory committee is wondering whether the department could come up with new types of financial instruments that could help pension managers do a better job of handling plan obligations.