Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Currency Strategy
By Kate McBrideCurrencies can be an effective diversification tool. This currency strategy can be valuable, especially after the past two years in which almost every type of asset tended to go to a correlation of one.
November 23, 2009
Fundamental Index Method Receives PatentDo fundamental indexes beat conventional cap-weighted wisdom?
November 06, 2009
EBSA Weighs In On IRA DebtsThe Employee Benefits Security Administration has released an advisory opinion that could affect a financial professional who serves as a broker for an individual retirement account and non-IRA accounts for the same client.
November 01, 2009
Hybrids on the RiseThe September issue of The Cerulli Edge--U.S. Asset Management Edition, from the Boston-based research firm Cerulli Associates, found that asset managers have reacted to the...
November 01, 2009
Clark at Large: The Times They Are a Changin'Back in the frothy run up to the dot.com crash in the late '90s, I had the temerity to tell a group of financial planners...
October 14, 2009
Are Boomers Likely to Dump Their Investments?Despite concerns over the changing behavior of retirees, empirical evidence suggests that baby boomers will not sell their accumulated assets quickly after they stop working, according to a CBO study.
October 07, 2009
BOLI Assets Rise To $115 BillionBank-owned life insurance assets increased 2.5% at U.S. commercial banks and federally regulated savings banks during the 12-month period that ended June 30.
September 09, 2009
CBO: Boomers Not KilljoysPredictions that the baby boomers will crash the stock market when they retire are probably exaggerated, a Congressional Budget Office analyst writes.