Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
MassMutual To Launch TPA Effort
By Staff WriterThe retirement services division at Massachusetts Mutual Life Insurance Company is about to roll out an expanded effort court third-party administrators.
March 11, 2009
A New Look Over An Old FenceSome 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 06, 2009
U.S. pension plan funding declines six percentage pointsFunding ratios at the typical U.S. corporate pension plan dropped six percentage points in February as falling equity markets continued to reduce the value of...
March 01, 2009
The Commonwealth Case StudyAs an observer at the Commonwealth Financial Network Chairman's Retreat, the annual gathering of the broker/dealer's top producers, the vibe is collegial in more ways...
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...