Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Advisors, Data Is Your Product
By Jake Taylor, Richard W. Jackson, CIMAData has big implications for investment managers who need to achieve critical mass in order to be profitable and grow their businesses to sustainable levels.
January 04, 2017
Protecting clients’ portfolio assets with a reverse mortgageThanks to increased regulation and consumer scrutiny, reverse mortgages have come a long way.
December 22, 2016
Human Behavior + Computational Ease: Enter the Age of AgilityIts wrong to think quant = technical and discretionary = fundamental. So what's the most efficient way to run an investment model?
December 13, 2016
Envestnet Tamarac Adds Tool for Full Asset, Liabilities ReportingThe technology lets advisors bring in data on credit cards, mortgages, loans, art collections and more.
December 12, 2016
Aspiriant Acquires $850M RIA in Silicon Valley, Tops $10B in AUMWith acquisition of RIA Stanford Investment, wealth management firm will have $10 billion in client AUM, says CEO Rob Francais.
December 12, 2016
Deutsche Asset Management Launches High Yield Bond ETF: Top Portfolio ProductsIn other product news, an ETF focused exclusively on wearable devices debuts.
December 06, 2016
Moody’s Turns Negative on Outlook for Global Asset ManagersBusiness conditions for asset managers are at an "all-time low," says Moodys Managing Director Marc Pinto.
November 29, 2016
Insurers investing more in alternatives to boost returnsSS&C survey respondents said they plan to allocate more assets to commercial loans, public equities, mutual funds and non-conventional 'alternatives.'