Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Why LTC Partnerships Will Ultimately Save Medicaid Costs
By Claude ThauA recent report from the Government Accountability Office argued that state Partnerships for LTC programs "are unlikely to result in Medicaid savings."I disagree. Because the ...
August 09, 2007
Managed Accounts With a Biblical SlantThe socially responsible investing movement has been picking up steam in recent years as investors have sought to invest in companies whose values mirror their own. In line with that there are also a number of faith-based mutual funds which attempt to line up investments and religious doctrine. Now BridgePortfolio...
August 08, 2007
Investment Slump Hits Pension Funding LevelsFalling stock prices and falling interest rates combined to hurt the funded status of employers' defined benefit pension plans in July.Researchers at BNY Mellon Asset ...
July 16, 2007
Brokerage Managers At Big Banks Do BetterThe largest financial institutions are being more generous with brokerage unit executives than typical financial institutions are.Average compensation for brokerage managers at financial institutions with ...
July 01, 2007
Asset Allocation, July 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.
July 01, 2007
TD Ameritrade to Acquire Fiserv's Advisor UnitOn May 24, TD Ameritrade said it had signed an agreement to acquire Fiserv Inc.'s Fiserv Investment Support Services (ISS) operation, which Fiserv says manages...
June 13, 2007
Oppenheimer's Wilby to RetireBill Wilby, who gained wide renown for his long tenure as portfolio manager for the Oppenheimer Global Fund (OPPAX), will retire from OppenheimerFunds Inc. on June 30 after 16 years at the firm.
June 01, 2007
Asset Allocation, June 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.