Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
The Perils of Nonqualified 'Top-Hat' Plans: Feinberg v. Rand McNally
By William H. Byrnes, Robert BloinkThese 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 21, 2011
Advisors and Investors Not in Sync on Risk, Equities & MoreA survey released by MFS finds big differences between FAs and their clients.
March 14, 2011
Three Due Diligence Challenges in Evaluating ‘Emerging’ ManagersIt can be challenging to assess the rewards—and risks—of boutique money managers. But it may be worth the effort.
March 11, 2011
Ponzi Schemer Kenneth Starr Goes to Jail for Defrauding CelebritiesKenneth Starr, whose celebrity clients included Sylvester Stallone and Martin Scorsese, was sentenced to seven and a half years in jail for a multimillion-dollar Ponzi scheme.
March 11, 2011
Commonwealth’s Bloom on FA Payouts, Giving Back and Consolidation: Weekend InterviewAdvisorOne spoke with Commonwealth Financial CEO Wayne Bloom about several developments at his firm.
March 04, 2011
Weekly Money-Market Assets Up, ICI SaysThe total amount of money-market mutual fund assets is up slightly from a week ago, but lower than the Feb. 16 level of $2.756 trillion.
March 01, 2011
Jerry Jordan's Napoleon ComplexIts hard to get big when youre small, because nobody wants to invest with somebody whos small, says Jerry Jordan, portfolio manager of the Jordan Opportunity Fund, when asked about his status as an overlooked manager.
March 01, 2011
‘The Big Short’ Author Sued for DefamationMichael Lewis, who wrote the best-seller “The Big Short: Inside the Doomsday Machine” about the mortgage meltdown, has become the target of a lawsuit by an asset manager he wrote about in the book.