Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Getting It Together
By Staff WriterOnline account aggregation, the process of collecting positions, balances, and transactions from Web sites and online sources for multiple accounts, and presenting the combined statement...
February 01, 2007
Asset Allocation, February 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here
February 01, 2007
Investing With StyleIn a series of articles appearing in Investment Advisor (September 2005, January 2006, and February 2006), we criticized the market-cap/value-growth characteristic grid used for categorizing...
February 01, 2007
How to Find Style-Consistent ManagersAbsent a comprehensive, reliable way to categorize mutual fund managers by style, how can an advisor go about constructing a portfolio of style-consistent fund managers?...
February 01, 2007
How to Let GoIn a recent article, I explored the importance of identifying and then releasing inappropriate clients. This article will cover exactly how to let those clients...
January 12, 2007
Ameritrade Acquires Software CompanyTD Ameritrade announced Jan. 12 that its ThinkTech Inc. subsidiary has acquired iRebal, a company founded by Gobind Daryanani in association with three leading planning firms whose portfolio rebalancing program is used by wealth managers. Terms of the acquisition were not announced, but Daryanani will continue to oversee the development...
January 04, 2007
Money Managers Bullish for 2007Russell Investment Group released in late December the results of its Investment Manager Outlook, a quarterly polling that aims to collect--from professional money managers--opinions about...
January 01, 2007
Asset Allocation, January 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here