Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Van Kampen Closes High Yield Muni Fund
By Staff WriterSept. 24, 2004 -- The Van Kampen High Yield Municipal/A (ACTHX) will close to new investors on Tuesday to keep its assets from increasing to...
September 08, 2004
Lower Costs Help Cushion Falling Returns For Insurers: ConningLower Costs Help Cushion Falling Returns For Insurers: ConningByIts no surprise that a steep drop in interest rates has put a dent in life insurers ...
August 31, 2004
Cerulli: TPA Often Lose 401(k) Rollover AssetsNU Online News Service, Aug. 31, 2004, 4:39 p.m. EDTIndependent retirement plan administrators have a hard time keeping 401(k) plan rollover assets.[@@]Cerulli Associates, Boston, ...
July 28, 2004
Asset And Product AllocationFor Seniors, TooByAdvisors often use asset allocation and product allocation strategies when setting up financial plans for working adults. But seniors and retirees need to do those ...
July 07, 2004
FRC: VA Sellers Might Emphasize Investment HelpNU Online News Service, July 7, 2004, 3:45 p.m. EDTMany variable annuity issuers could end up emphasizing their investment assistance strategies.[@@]Researchers at Financial Research ...
July 01, 2004
TOOLS OF THE TRADE- Rebalancing ActThe issue of rebalancing clients' portfolios is faced by all investment advisors. Most of you would agree that rebalancing can have a tremendous impact on...
July 01, 2004
Custom JobWhen they first appeared, separate accounts were limited to institutions, endowments, foundations, and a handful of individual investors with multiple millions of dollars. For the...
July 01, 2004
THE GLUCK REPORT- Optimizing OptimizersIndependent advisors who think they are doing a good job for their clients ought to know about Mark Kritzman's rigorous approach to asset allocation. Kritzman's...