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 Disengagement Benchmark
By Staff WriterWhen segmenting a book, one benchmark I recommend in evaluating which clients to let go comes from the 2007 Compensation and Staffing Study of Advisory...
August 01, 2008
Asset Allocation, August 2008Read this month's recommended asset allocations from Investment Advisor's panel of distinguished economists and money managers here.
August 01, 2008
Time for an AlternativeDespite the recent tumult in the hedge fund world with the collapse of Bear Stearns's two hedge funds and the subsequent arrest of its two...
August 01, 2008
Study Finds Some Plans in Good ShapeThere's good news for your clients enrolled in pension plans at the largest U.S. companies. According to a Mercer study, in 2007, the financial health of...
July 30, 2008
Tips for boomer job interviewsHave a boomer client that has to return to work due to current market conditions? The Olympian quotes an AARP study that finds workers 55...
July 11, 2008
Putnam's New PeoplePutnam has added some new faces to its team. It recently appointed Alan McCormack and Mike Scafali as co-managers of Putnam International Equity, although neither...
July 01, 2008
Follow the MoneyIf you need further convincing that advisors are increasingly allocating their clients' assets to overseas markets, just look at recent data from Advisor Perspectives. Using...