Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
A New Look Over An Old Fence
By Mark ElzweigSome advisors imagine that wholesalers enjoy cushy lives: big base salaries plus fees for new assets, dinners on the company tab, golf outings, and other perks. It's time to radically rethink this picture.
March 01, 2009
Planner Profile: All in the FamilyAlthough Shannon Eusey majored in psychology as an undergraduate at the University of California, Irvine (where she had been recruited to play volleyball), it's really...
February 12, 2009
Rebalancing actThis year's economic death spiral has forced advisors to abandon some trusted methods of protecting their clients' assets. According to Gail MarksJarvis for the Chicago...
February 02, 2009
Curian Offers Alternative OptionA fee-based separately managed account vendor has come out with portfolios aimed at clients who want to zig when the market zags.
February 01, 2009
The Trouble with TreasuriesThe world is rapidly getting poorer. According to the International Monetary Fund, worldwide losses from the financial crisis already measured $1.4 trillion through November. Although it...
January 22, 2009
Active ETFs on the horizonGrail Advisors and its partner American Beacon have filed for two multi-manager actively managed ETFs. Scott Burns, editor of Morningstar's ETFInvestor, celebrated the move, saying...
January 22, 2009
Don't bank on BritainBlimey. Forget Citi, AIG and all the others. We've got bigger problems. We know boomer retirees are big on travel. If your clients are planning...
January 19, 2009
Schwab's Profits Hold Up for 2008, but Further Cuts AheadCharles Schwab Corp. reported that income from continuing operations rose 10% for 2008 to $1.2 billion on a 3% increase in net revenue to $5.15 billion