Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
3 Misconceptions About Asset Protection
By Patricia Donlevy-Rosen, Howard RosenYou can protect clients' assets from lawsuits and creditors without hidden accounts, secret agreements or fraudulent transfers. But advance planning is critical.
February 04, 2015
Top 10 States With Most Millionaires: 2015Several states made big jumps on the list thanks to the oil boom, Phoenix Marketing found.
February 03, 2015
Endowments, Foundations Plan to Invest More in AltsNew NEPC poll finds investors expecting a strong year for U.S. equities.
February 03, 2015
4 Investing Strategies Bogle Gets Wrong: RitholtzVanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
February 03, 2015
SS&C Buys Advent Software for $2.7 BillionGrowth in the RIA space is a key motivator of the deal, says Advent CEO Pete Hess.
February 02, 2015
Needed: Investors With DelusionsIconoclastic individuals shape history and markets.
February 02, 2015
Opportunity Amid Change: The Outlook for Energy MLPsFive experts discuss demand for energy master limited partnerships, trends affecting the group and the role that MLPs play in portfolios.
January 29, 2015
Asset Managers ‘No Longer Playing Defense’: CerulliFirms are solidly out of financial crisis mode and are looking to hire sales staff and develop new products, Cerulli finds.