Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Your Dirt-Cheap ETFs Threaten Asset Managers’ Record Profits
By Suzanne WoolleyTheir fee revenue is getting pinched by low-cost exchange-traded funds, and in the U.S. new fund flows are meager.
June 25, 2015
Riskalyze’s New Autopilot Platform Lets Advisors Leave Daily Hassles to the RobotsThe platform handles quotidian tasks so advisors can spend more time fostering relationships, Riskalyze CEO Aaron Klein says.
June 24, 2015
Schwab rolls out robo for RIAsRIAs that custody their clients assets with Charles Schwab now officially have the option of calling themselves Robo advisors.
June 24, 2015
Schwab rolls out robo for RIAsRIAs that custody their clients assets with Charles Schwab now officially have the option of calling themselves Robo advisors.
June 24, 2015
Cash Is No Longer King—and Never Should BeIf your goal is to preserve your wealth, maintaining exposure to the markets is a better option than keeping money in cash.
June 22, 2015
Asset Managers: Want to Win Advisors’ Business? Show Them Your AppAdvisors exposed to asset managers mobile apps, websites and webinars were more likely to consider working with those firms, a Cogent report found.
June 19, 2015
Why Advisors Need to Segment Their Clients: CerulliClient segmentation is critical to an advisory firms growth, productivity and profitability, according to new research from Cerulli Associates.
June 16, 2015
Integrating asset-based LTC products into your practiceMichelle Prather explains the benefits of asset based long-term care and the importance of implement it into your practice.