Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
GAMA Speaker Flags "Deskilling" as Key to Successful Management
By Warren S. HerschWhen it comes to overseeing an advisory practice, one of the most important things a top-tier manager can do is delegate to underlings tasks they ...
March 01, 2007
Getting It TogetherOnline 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 21, 2007
NASD Fines Member Firm Over Self-Supervision ProgramThe National Association of Securities Dealers Inc. says a financial services distribution company gave producing branch managers too much ability to supervise their own activities.The ...
February 20, 2007
System Predicts Flu RiskRisk Management Solutions Inc. has introduced the RMS Infectious Disease Model.The system gives insurers, corporate risk managers and others a tool they can use to ...
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...