Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Retail Channels Gobbling Up Bigger Share of Assets
By Ginger SzalaCerulli credits IRA rollovers for an ongoing migration of assets from institutional to retail channels.
October 23, 2018
LPL Drops Asset Minimum for New Reps, But ...Advisors looking to join the firm's hybrid RIA and bringing less than $25 million will be charged up to 5 basis points.
October 16, 2018
Managed Accounts Growing More Attractive in DC Plan Market: CerulliTotal assets more than doubled from 2012 to 2017, Cerulli reports.
October 08, 2018
Grantor Retained Annuity Trusts Show Up in Times Report on TrumpsA team at the paper has drawn attention to two specific types of GRAT issues.
October 04, 2018
The Big Hole in Estate Plans: Digital AssetsEven the most carefully constructed estate plan often overlooks a client's digital assets. A plan is essential as both state and federal laws can create roadblocks to accessing digital assets
October 04, 2018
Ric Edelman Becomes Investor, Advisor to Crypto Firm Bitwise"There is a technological and financial revolution taking place right now with cryptocurrency that has far-reaching implications," Edelman said.
October 02, 2018
Midterms and Their Aftermath 'Critical' to Market's Direction: LazardThe Lazard Multi-Asset Team discusses recent developments behind the latest changes to the team's market forecast.
October 02, 2018
Martijn Cremers: In Active Management, It's Not the '90s AnymoreA lot can change in the investment world in 20 years — including the conventional wisdom.