Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Cerulli: 529 Plan Assets Double
By Staff WriterNU Online News Service, April 30, 2003, 11:10 a.m. EDT -- Assets at 529 college savings plans grew 119% in 2002, to $20 billion, ...
April 07, 2003
Cerulli: International Managed Assets FallNU Online News Service, April 7, 2003, 1:05 p.m. EDT -- Money managers may be managing the equivalent of only about $248 billion in ...
April 01, 2003
Mental AccountingIn today's highly competitive environment, advisors are employing various client-profiling tools to understand more about their clients' needs. Some have embraced a more comprehensive financial...
April 01, 2003
Little Fish, Big FishIn a sector as diverse as financial services, it's sometimes difficult to understand why all the companies in the sector are lumped together. Home to...
March 24, 2003
State Street Wins Phoenix Asset Accounting ContractNU Online News Service, March 24, 2003, 12:43 p.m. EST -- State Street Corp., Boston, has won a contract to provide investment accounting and ...
March 03, 2003
Focus Group Launching Macro FundHAMILTON, Bermuda (HedgeWorld.com)--Focus Investment Group will open the offshore Focus Macro Fund on March 1 with US$30 million in seed capital from clients. The new fund...
February 09, 2003
Charitable Giving Strategies To Meet Your Client's ObjectivesCharitable Giving Strategies To Meet Your Clients ObjectivesBy John S. BudihasThere are ultimately only three possible "beneficiaries" of your clients estate assets: their heirs, their ...
February 01, 2003
Raising the BarTom Batterman has an aging client in a nursing home who is spending an "irresponsible" amount of money on contests. "We've broached the subject with...