Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Agency Managers Seen As The Key To Retaining Agents
By Steven BrostoffAgency ManagersSeen As The Key ToRetaining AgentsBYNew OrleansThe life insurance industry can dominate the financial services business if it can improve agent retention and productivity, ...
April 01, 2004
Franklin Federal Tax-Free Income Fund/A800-342-5236 o www.franklintempleton.com Ticker: FKTIX Managers: Team managed Manager's tenure: 17 yrs. Fund started: October 7, 1983 Min. initial investment: $1,000 Load (front-end): 4.25% 12(b)-1 fee: 0.09% Net assets: $6.6 billion P/E ratio:...
April 01, 2004
New HeightsColleen Knopinski plans to celebrate her 50th birthday in a rather unusual place: Standing atop the snow-capped peak of Tanzania's majestic Mount Kilimanjaro, gazing out...
March 18, 2004
Reversing The Retention SlideBYThe numbers are in and theyre not good. The latest annual Agent Production and Survival study from LIMRA International shows that 4-year agent retention is ...
March 16, 2004
Fund in Focus: Salomon Brothers CapitalRoss Margolies, manager since January 1995; Robert Donahue Jr., co-manager since July 1998 S&P Rank: 4 Stars Flexible Strategy Remains Key to Success
March 11, 2004
National Employee Benefit Starts PBMNU Online News Service, March 11, 2004, 5:23 p.m. EST -- National Employee Benefit Companies Inc., Warwick, R.I., has set up a pharmacy benefits ...
March 01, 2004
Royce Special Equity Fund800-348-1414 www.roycefunds.com Ticker: RYSEX Managers: Charles Dreifus Manager's tenure: 5 yrs. 9 mos. Fund started: May 1, 1998 Min. initial investment: $2,000 Load (front-end): 0.00% 12(b)-1 fee: 0.00% Net assets: $788.29 million P/E ratio: 14.74 P/B...
February 23, 2004
EMoneyAdvisor Revises Planning SystemNU Online News Service, Feb. 23, 2004, 9:39 p.m. EST -- EMoneyAdvisor Inc., Conshohocken, Pa., has updated its Web-based financial planning system.[@@]The new system, ...