Asset Managers
The latest news on top asset managers, including updates on mergers and acquisitions, as well as new investment strategies and fund offerings.
Bill Gross: ‘The Good Times Are Over’
By Gil WeinreichThe Janus manager locates the current market at the end of a decades-long, credit-fueled supercycle, noting the time for risk taking has passed.
December 19, 2014
RIA, Dually Registered Assets To Reach 28% Market Share By 2018New research from Cerulli Associates shows that independent RIAs experienced the strongest growth among the independent channels in 2013, increasing 17.1% to $1.67 trillion in total assets.
December 15, 2014
Sustainable Investment Assets Grew by 76% From 2012 to 2014A foundations research looked at 480 U.S. institutional investors, 308 money managers and 880 investment institutions that applied SRI strategies.
December 11, 2014
Sterne Agee Takes Ex-CEO to Court Over Luxury SpendingThe lawsuit comes after the wealth-management firm was told James Holbrook faced federal investigations.
December 07, 2014
PIMCO Total Return Outflows Down 65% in NovemberMeanwhile, Bill Gross' new Janus fund added $770 million, and the DoubleLine Total Return Bond Fund gained $800 million during the month.
November 24, 2014
Bill Good’s 2-Year Plan for Advisor SuccessA piece-by-piece approach to building your practice's assets.
November 24, 2014
African-Americans Invest More Conservatively Than Whites: StudyAfrican-Americans hold fewer stocks and bonds and more real estate, life insurance and CDs, according to Credit Suisse and Brandeis University.
November 24, 2014
PBGC to protect 401(k) assets rolled into pensionsFewer employers offer a defined-benefit plan but where they do, the PBGC decision could help encourage participants looking for a guaranteed lifetime income stream.