Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Reversing The Retention Slide
By Steven BrownBYThe numbers are in and theyre not good. The latest annual Agent Production and Survival study from LIMRA International shows that 4-year agent retention is ...
March 01, 2004
Royce Special Equity Fund800-348-1414 www.roycefunds.com Ticker: RYSEX Managers: Charles Dreifus Manager's tenure: 5 yrs. 9 mos. Fund started: May 1, 1998 Min. initial investment: $2,000 Load (front-end): 0.00% 12(b)-1 fee: 0.00% Net assets: $788.29 million P/E ratio: 14.74 P/B...
February 23, 2004
EMoneyAdvisor Revises Planning SystemNU Online News Service, Feb. 23, 2004, 9:39 p.m. EST -- EMoneyAdvisor Inc., Conshohocken, Pa., has updated its Web-based financial planning system.[@@]The new system, ...
February 18, 2004
Price Bond Chief to Step Down; Small-Cap Fund ClosingFeb. 9, 2004 -- T.Rowe Price Group (TROW) said William Reynolds, the director of its fixed-income division, will retire in April. Assistant director Mary Miller...
February 18, 2004
Fund in Focus: Hotchkis & Wiley All Cap ValueGeorge Davis Jr. and Joseph Huber, managers since January 2003. S&P Rank: Not Ranked Concentrated Fund Goes Anywhere For Value
February 12, 2004
War Over AXAMONY Deal Heats UpByA federal judge and a proxy advisory service have sided with money managers who are fighting efforts by a unit of AXA S.A. to acquire ...
February 11, 2004
Proxy Advisory Firm Criticizes AXAMONY DealNU Online News Service, Feb. 11, 2004, 5:52 p.m. EST -- A Rockville, Md., proxy advisory firm is opposing efforts by a unit of ...
February 10, 2004
Schwab Repackages Investment ServicesNU Online News Service, Feb. 10, 2004, 1:22 p.m. EST -- The Charles Schwab Corp., San Francisco, is changing the way it markets its ...